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One Wealth Advisors’s Markel Group MKL Stock Holding History

One Wealth 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 		$367K Hold
188
– – 0.04% 227
2026
Q1 		$360K Sell
188
-9
-5% -$18.3K 0.04% 219
2025
Q4 		$423K Sell
197
-19
-9% -$38.5K 0.05% 193
2025
Q3 		$413K Sell
216
-22
-9% -$43.1K 0.05% 192
2025
Q2 		$475K Hold
238
– – 0.07% 162
2025
Q1 		$445K Hold
238
– – 0.07% 162
2024
Q4 		$411K Hold
238
– – 0.06% 148
2024
Q3 		$373K Hold
238
– – 0.06% 167
2024
Q2 		$362K Sell
238
-28
-11% -$43.5K 0.08% 141
2024
Q1 		$405K Buy
266
+11
+4% +$16.1K 0.07% 149
2023
Q4 		$362K Buy
255
+2
+0.8% +$2.84K 0.07% 136
2023
Q3 		$373K Sell
253
-6
-2% -$8.78K 0.08% 120
2023
Q2 		$358K Buy
259
+1
+0.4% +$1.34K 0.08% 136
2023
Q1 		$330K Sell
258
-2
-0.8% -$2.66K 0.08% 138
2022
Q4 		$343K Buy
260
+22
+9% +$27.2K 0.08% 128
2022
Q3 		$258K Buy
238
+1
+0.4% +$1.22K 0.08% 135
2022
Q2 		$307K Buy
237
+13
+6% +$17.8K 0.08% 131
2022
Q1 		$330K Buy
224
+7
+3% +$9.04K 0.08% 133
2021
Q4 		$268K Buy
217
+35
+19% +$44.2K 0.07% 151
2021
Q3 		$218K Hold
182
– – 0.06% 193
2021
Q2 		$216K Buy
+182
New +$218K 0.07% 159
2019
Q2 		– Sell
-10
Closed -$10K – 331
2019
Q1 		$10K Buy
+10
New +$10.2K 0.01% 319
2018
Q4 		– Sell
-24
Closed -$29K – 329
2018
Q3 		$29K Sell
24
-9
-27% -$10.6K 0.02% 294
2018
Q2 		$36K Sell
33
-6
-15% -$6.78K 0.03% 277
2018
Q1 		$46K Sell
39
-2
-5% -$2.25K 0.04% 255
2017
Q4 		$47K Buy
+41
New +$44.8K 0.04% 280

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

One Wealth Advisors's MKL Position: Q2 2026 in Review

One Wealth Advisors held its Markel Group (MKL) position steady in Q2 2026 at 188 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #227.

One Wealth Advisors first reported a position in MKL in Q4 2017 and has held it in 26 quarters since. The position peaked at $475K in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • One Wealth Advisors held 188 shares of Markel Group worth $367K as of Q2 2026.
  • One Wealth Advisors left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • One Wealth Advisors first reported a position in Markel Group in Q4 2017 and has held it in 26 quarters since.
  • One Wealth Advisors's Markel Group position peaked at $475K in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.