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MKL icon

NewEdge Advisors’s Markel Group MKL Stock Holding History

NewEdge Advisors’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.34M Sell
1,223
-38
-3% -$77.1K 0.01% 1027
2025
Q4 		$2.71M Buy
1,261
+948
+303% +$1.92M 0.01% 918
2025
Q3 		$598K Buy
313
+20
+7% +$39.2K ﹤0.01% 1710
2025
Q2 		$585K Sell
293
-7
-2% -$13.1K ﹤0.01% 1602
2025
Q1 		$561K Hold
300
– – ﹤0.01% 1519
2024
Q4 		$518K Hold
300
– – ﹤0.01% 1529
2024
Q3 		$471K Buy
300
+124
+70% +$194K ﹤0.01% 1516
2024
Q2 		$277K Sell
176
-6
-3% -$9.32K ﹤0.01% 1761
2024
Q1 		$277K Sell
182
-7
-4% -$10.3K ﹤0.01% 1685
2023
Q4 		$268K Sell
189
-147
-44% -$209K ﹤0.01% 1593
2023
Q3 		$495K Sell
336
-94
-22% -$138K 0.01% 1175
2023
Q2 		$595K Hold
430
– – 0.01% 1099
2023
Q1 		$549K Sell
430
-58
-12% -$77.1K 0.01% 1069
2022
Q4 		$27K Buy
488
+197
+68% +$244K ﹤0.01% 2012
2022
Q3 		$316K Buy
+291
New +$355K 0.01% 1177
2018
Q3 		– Sell
-237
Closed -$257 – 670
2018
Q2 		$257 Buy
237
+12
+5% +$13.6K 0.02% 448
2018
Q1 		$261K Buy
+225
New +$253K 0.03% 387
2017
Q3 		– Sell
-25
Closed -$24.3K – 815
2017
Q2 		$24.3K Buy
+25
New +$24.3K ﹤0.01% 682

Other funds holding MKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

NewEdge Advisors's MKL Position: Q1 2026 in Review

NewEdge Advisors reduced its Markel Group (MKL) stake by 3% in Q1 2026, selling an estimated $77.1K and leaving 1,223 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #1027.

NewEdge Advisors first reported a position in MKL in Q2 2017 and has held it in 18 quarters since. The position peaked at $2.71M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • NewEdge Advisors held 1,223 shares of Markel Group worth $2.34M as of Q1 2026.
  • NewEdge Advisors sold 38 Markel Group shares in Q1 2026, an estimated $77.1K.
  • Markel Group made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1027 holding.
  • NewEdge Advisors first reported a position in Markel Group in Q2 2017 and has held it in 18 quarters since.
  • NewEdge Advisors's Markel Group position peaked at $2.71M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.