IAGL
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Innovative Advisory Group, LLC’s Markel Group MKL Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-3
Closed -$6.45K – 145
2025
Q4 		$6.45K Hold
3
– – ﹤0.01% 146
2025
Q3 		$5.73K Hold
3
– – ﹤0.01% 155
2025
Q2 		$5.99K Hold
3
– – 0.01% 146
2025
Q1 		$5.61K Hold
3
– – 0.01% 128
2024
Q4 		$5.18K Buy
+3
New +$4.98K ﹤0.01% 126

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Innovative Advisory Group, LLC's MKL Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Markel Group (MKL) in Q1 2026, closing a stake of 3 shares — an estimated $6.45K sold.

Innovative Advisory Group, LLC first reported a position in MKL in Q4 2024 and held it in 5 quarters. The position peaked at $6.45K in Q4 2025. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 3 Markel Group shares in Q1 2026, an estimated $6.45K.
  • Innovative Advisory Group, LLC first reported a position in Markel Group in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Markel Group position peaked at $6.45K in Q4 2025.
  • 929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.