NWF Advisory Services’s Markel Group MKL Stock Holding History

NWF Advisory Services’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	$10.5M	Buy	5,398 +2,032	+60%	+$3.79M	0.99%	25
2026 Q1	$6.44M	Buy	3,366 +96	+3%	+$195K	0.73%	37
2025 Q4	$7.03M	Buy	3,270 +207	+7%	+$419K	0.78%	37
2025 Q3	$5.85M	Buy	3,063 +155	+5%	+$304K	0.64%	38
2025 Q2	$5.81M	Buy	2,908 +66	+2%	+$124K	0.69%	35
2025 Q1	$5.31M	Sell	2,842 -316	-10%	-$581K	0.75%	35
2024 Q4	$5.45M	Buy	3,158 +771	+32%	+$1.28M	0.8%	34
2024 Q3	$3.74M	Buy	2,387 +203	+9%	+$318K	0.54%	42
2024 Q2	$3.44M	Buy	2,184 +46	+2%	+$71.4K	0.55%	43
2024 Q1	$3.25M	Buy	2,138 +611	+40%	+$896K	0.54%	42
2023 Q4	$2.17M	Buy	1,527 +482	+46%	+$684K	0.43%	48
2023 Q3	$1.54M	Buy	1,045 +75	+8%	+$110K	0.36%	56
2023 Q2	$1.34M	Hold	970	–	–	0.31%	65
2023 Q1	$1.34M	Buy	+970	New	+$1.29M	0.31%	65

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

NWF Advisory Services's MKL Position: Q2 2026 in Review

NWF Advisory Services increased its Markel Group (MKL) stake by 60% in Q2 2026, buying an estimated $3.79M and bringing the position to 5,398 shares worth $10.5M. The position accounts for 0.99% of the portfolio, ranked #25.

NWF Advisory Services first reported a position in MKL in Q1 2023 and has held it in 14 quarters since. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

NWF Advisory Services held 5,398 shares of Markel Group worth $10.5M as of Q2 2026.
NWF Advisory Services bought 2,032 Markel Group shares in Q2 2026, an estimated $3.79M.
Markel Group made up 0.99% of NWF Advisory Services's portfolio in Q2 2026, its #25 holding.
NWF Advisory Services first reported a position in Markel Group in Q1 2023 and has held it in 14 quarters since.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.