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 Q2	$2.47M	Buy	1,266 +43	+4%	+$80.3K	0.01%	1106
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	-$257K	–	670
2018 Q2	$257K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

NewEdge Advisors's MKL Position: Q2 2026 in Review

NewEdge Advisors increased its Markel Group (MKL) stake by 3.5% in Q2 2026, buying an estimated $80.3K and bringing the position to 1,266 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #1106.

NewEdge Advisors first reported a position in MKL in Q2 2017 and has held it in 19 quarters since. The position peaked at $2.71M in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

NewEdge Advisors held 1,266 shares of Markel Group worth $2.47M as of Q2 2026.
NewEdge Advisors bought 43 Markel Group shares in Q2 2026, an estimated $80.3K.
Markel Group made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1106 holding.
NewEdge Advisors first reported a position in Markel Group in Q2 2017 and has held it in 19 quarters since.
NewEdge Advisors's Markel Group position peaked at $2.71M in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.