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 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 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 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 New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Wealth's MKL Position: Q1 2026 in Review

NewEdge Wealth reduced its Markel Group (MKL) stake by 17% in Q1 2026, selling an estimated $89.3K and leaving 209 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

NewEdge Wealth first reported a position in MKL in Q2 2022 and has held it in 5 quarters since. The position peaked at $586K in Q2 2022. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

NewEdge Wealth held 209 shares of Markel Group worth $400K as of Q1 2026.
NewEdge Wealth sold 44 Markel Group shares in Q1 2026, an estimated $89.3K.
Markel Group made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #883 holding.
NewEdge Wealth first reported a position in Markel Group in Q2 2022 and has held it in 5 quarters since.
NewEdge Wealth's Markel Group position peaked at $586K in Q2 2022.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

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