Prestige Wealth Management Group’s Markel Group MKL Stock Holding History

Prestige Wealth Management Group’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	$97.7K	Hold	50	–	–	0.02%	215
2026 Q1	$95.7K	Hold	50	–	–	0.02%	204
2025 Q4	$107K	Hold	50	–	–	0.02%	195
2025 Q3	$95.6K	Hold	50	–	–	0.02%	215
2025 Q2	$99.9K	Hold	50	–	–	0.02%	208
2025 Q1	$93.5K	Hold	50	–	–	0.02%	203
2024 Q4	$86.3K	Hold	50	–	–	0.02%	210
2024 Q3	$78.4K	Hold	50	–	–	0.02%	217
2024 Q2	$78.8K	Sell	50 -1	-2%	-$1.55K	0.02%	192
2024 Q1	$77.6K	Hold	51	–	–	0.02%	223
2023 Q4	$72.4K	Buy	51 +1	+2%	+$1.42K	0.02%	213
2023 Q3	$73.6K	Hold	50	–	–	0.02%	211
2023 Q2	$69.2K	Hold	50	–	–	0.02%	236
2023 Q1	$63.9K	Hold	50	–	–	0.02%	222
2022 Q4	$65.9K	Hold	50	–	–	0.02%	232
2022 Q3	$54K	Hold	50	–	–	0.02%	224
2022 Q2	$65K	Hold	50	–	–	0.02%	211
2022 Q1	$74K	Hold	50	–	–	0.02%	214
2021 Q4	$62K	Hold	50	–	–	0.01%	244
2021 Q3	$60K	Hold	50	–	–	0.02%	238
2021 Q2	$59K	Sell	50 -4	-7%	-$4.79K	0.02%	234
2021 Q1	$62K	Hold	54	–	–	0.02%	229
2020 Q4	$56K	Sell	54 -12	-18%	-$12K	0.02%	237
2020 Q3	$65K	Hold	66	–	–	0.02%	219
2020 Q2	$61K	Buy	66 +5	+8%	+$4.54K	0.02%	195
2020 Q1	$56K	Buy	61 +11	+22%	+$12.6K	0.02%	171
2019 Q4	$57K	Hold	50	–	–	0.03%	194
2019 Q3	$59K	Hold	50	–	–	0.03%	188
2019 Q2	$54K	Hold	50	–	–	0.03%	190
2019 Q1	$50K	Sell	50 -1	-2%	-$1.02K	0.03%	187
2018 Q4	$53K	Buy	+51	New	+$55.8K	0.04%	189

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

Prestige Wealth Management Group's MKL Position: Q2 2026 in Review

Prestige Wealth Management Group held its Markel Group (MKL) position steady in Q2 2026 at 50 shares worth $97.7K. The position accounts for 0.02% of the portfolio, ranked #215.

Prestige Wealth Management Group first reported a position in MKL in Q4 2018 and has held it in 31 quarters since. The position peaked at $107K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Prestige Wealth Management Group held 50 shares of Markel Group worth $97.7K as of Q2 2026.
Prestige Wealth Management Group left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.02% of Prestige Wealth Management Group's portfolio in Q2 2026, its #215 holding.
Prestige Wealth Management Group first reported a position in Markel Group in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's Markel Group position peaked at $107K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.