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Physician Wealth Advisors’s Markel Group MKL Stock Holding History

Physician 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 		$13.7K Buy
+7
New +$13.1K ﹤0.01% 793
2026
Q1 		– Sell
-8
Closed -$17.2K – 2177
2025
Q4 		$17.2K Buy
+8
New +$16.2K ﹤0.01% 625

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

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

Physician Wealth Advisors opened a new position in Markel Group (MKL) in Q2 2026: 7 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in MKL as recently as Q4 2025.

Physician Wealth Advisors first reported a position in MKL in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.2K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Physician Wealth Advisors held 7 shares of Markel Group worth $13.7K as of Q2 2026.
  • Markel Group was a new Physician Wealth Advisors position in Q2 2026.
  • Markel Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #793 holding.
  • Physician Wealth Advisors first reported a position in Markel Group in Q4 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Markel Group position peaked at $17.2K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.