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Resurgent Financial Advisors’s Markel Group MKL Stock Holding History

Resurgent Financial 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 		– Sell
-395
Closed -$756K – 330
2026
Q1 		$756K Hold
395
– – 0.27% 89
2025
Q4 		$849K Sell
395
-24
-6% -$48.6K 0.43% 64
2025
Q3 		$801K Buy
419
+24
+6% +$47K 0.39% 66
2025
Q2 		$789K Buy
395
+28
+8% +$52.5K 0.43% 62
2025
Q1 		$686K Sell
367
-4
-1% -$7.36K 0.41% 69
2024
Q4 		$640K Buy
371
+92
+33% +$153K 0.38% 75
2024
Q3 		$438K Sell
279
-24
-8% -$37.6K 0.26% 114
2024
Q2 		$477K Buy
303
+28
+10% +$43.5K 0.3% 105
2024
Q1 		$418K Buy
275
+27
+11% +$39.6K 0.22% 120
2023
Q4 		$352K Buy
248
+58
+31% +$82.3K 0.22% 119
2023
Q3 		$280K Sell
190
-11
-5% -$16.1K 0.19% 117
2023
Q2 		$278K Buy
+201
New +$270K 0.18% 113

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 $3.38T AUM 44.17% 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

Resurgent Financial Advisors's MKL Position: Q2 2026 in Review

Resurgent Financial Advisors sold out of Markel Group (MKL) in Q2 2026, closing a stake of 395 shares — an estimated $756K sold.

Resurgent Financial Advisors first reported a position in MKL in Q2 2023 and held it in 12 quarters. The position peaked at $849K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Resurgent Financial Advisors reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Resurgent Financial Advisors sold 395 Markel Group shares in Q2 2026, an estimated $756K.
  • Resurgent Financial Advisors first reported a position in Markel Group in Q2 2023 and held it in 12 quarters.
  • Resurgent Financial Advisors's Markel Group position peaked at $849K in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.