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Opal Wealth Advisors’s Markel Group MKL Stock Holding History

Opal 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
Q1 		$180K Sell
94
-10
-10% -$20.3K 0.04% 219
2025
Q4 		$224K Sell
104
-16
-13% -$32.4K 0.06% 186
2025
Q3 		$229K Buy
120
+9
+8% +$17.6K 0.06% 173
2025
Q2 		$222K Sell
111
-124
-53% -$233K 0.06% 178
2025
Q1 		$439K Sell
235
-18
-7% -$33.1K 0.14% 90
2024
Q4 		$437K Buy
253
+10
+4% +$16.6K 0.13% 98
2024
Q3 		$381K Sell
243
-11
-4% -$17.2K 0.12% 101
2024
Q2 		$400K Sell
254
-72
-22% -$112K 0.13% 91
2024
Q1 		$496K Buy
326
+8
+3% +$11.7K 0.17% 80
2023
Q4 		$452K Buy
318
+7
+2% +$9.93K 0.18% 86
2023
Q3 		$458K Sell
311
-1
-0.3% -$1.46K 0.27% 61
2023
Q2 		$432K Sell
312
-9
-3% -$12.1K 0.22% 59
2023
Q1 		$410K Sell
321
-7
-2% -$9.3K 0.24% 50
2022
Q4 		$432K Sell
328
-5
-2% -$6.18K 0.24% 60
2022
Q3 		$361K Buy
333
+16
+5% +$19.5K 0.26% 55
2022
Q2 		$410K Buy
317
+6
+2% +$8.23K 0.27% 49
2022
Q1 		$459K Sell
311
-2
-0.6% -$2.58K 0.4% 34
2021
Q4 		$386K Buy
313
+142
+83% +$179K 0.24% 71
2021
Q3 		$204K Buy
+171
New +$211K 0.2% 79

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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

Opal Wealth Advisors's MKL Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Markel Group (MKL) stake by 9.6% in Q1 2026, selling an estimated $20.3K and leaving 94 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #219.

Opal Wealth Advisors first reported a position in MKL in Q3 2021 and has held it in 19 quarters since. The position peaked at $496K in Q1 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Opal Wealth Advisors held 94 shares of Markel Group worth $180K as of Q1 2026.
  • Opal Wealth Advisors sold 10 Markel Group shares in Q1 2026, an estimated $20.3K.
  • Markel Group made up 0.04% of Opal Wealth Advisors's portfolio in Q1 2026, its #219 holding.
  • Opal Wealth Advisors first reported a position in Markel Group in Q3 2021 and has held it in 19 quarters since.
  • Opal Wealth Advisors's Markel Group position peaked at $496K in Q1 2024.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.