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NewEdge Wealth’s Markel Group MKL Stock Holding History

NewEdge Wealth’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 		$525K Buy
269
+60
+29% +$112K 0.01% 842
2026
Q1 		$400K Sell
209
-44
-17% -$89.3K ﹤0.01% 883
2025
Q4 		$544K Buy
253
+67
+36% +$136K 0.01% 810
2025
Q3 		$371K Buy
186
+15
+9% +$29.4K 0.01% 826
2025
Q2 		$325K Buy
+171
New +$321K 0.01% 811
2022
Q3 		– Sell
-453
Closed -$586K – 575
2022
Q2 		$586K Buy
+453
New +$622K 0.03% 366

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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 Wealth's MKL Position: Q2 2026 in Review

NewEdge Wealth increased its Markel Group (MKL) stake by 29% in Q2 2026, buying an estimated $112K and bringing the position to 269 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #842.

NewEdge Wealth first reported a position in MKL in Q2 2022 and has held it in 6 quarters since. The position peaked at $586K in Q2 2022. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • NewEdge Wealth held 269 shares of Markel Group worth $525K as of Q2 2026.
  • NewEdge Wealth bought 60 Markel Group shares in Q2 2026, an estimated $112K.
  • Markel Group made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #842 holding.
  • NewEdge Wealth first reported a position in Markel Group in Q2 2022 and has held it in 6 quarters since.
  • NewEdge Wealth's Markel Group position peaked at $586K in Q2 2022.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.