Plus Group Wealth Advisors’s Markel Group MKL Stock Holding History

Plus Group 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	–	Sell	-100	Closed	-$215K	–	43
2025 Q4	$215K	Buy	+100	New	+$203K	0.24%	40

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

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 New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Plus Group Wealth Advisors's MKL Position: Q1 2026 in Review

Plus Group Wealth Advisors sold out of Markel Group (MKL) in Q1 2026, closing a stake of 100 shares — an estimated $215K sold.

Plus Group Wealth Advisors first reported a position in MKL in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Plus Group Wealth Advisors reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
Plus Group Wealth Advisors sold 100 Markel Group shares in Q1 2026, an estimated $215K.
Plus Group Wealth Advisors first reported a position in Markel Group in Q4 2025 and held it in 1 quarter.
Plus Group Wealth Advisors's Markel Group position peaked at $215K in Q4 2025.
929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Plus Group Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.