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 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 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 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 New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Resurgent Financial Advisors's MKL Position: Q1 2026 in Review

Resurgent Financial Advisors held its Markel Group (MKL) position steady in Q1 2026 at 395 shares worth $756K. The position accounts for 0.27% of the portfolio, ranked #89.

Resurgent Financial Advisors first reported a position in MKL in Q2 2023 and has held it in 12 quarters since. The position peaked at $849K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Resurgent Financial Advisors held 395 shares of Markel Group worth $756K as of Q1 2026.
Resurgent Financial Advisors left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.27% of Resurgent Financial Advisors's portfolio in Q1 2026, its #89 holding.
Resurgent Financial Advisors first reported a position in Markel Group in Q2 2023 and has held it in 12 quarters since.
Resurgent Financial Advisors's Markel Group position peaked at $849K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.