RFG Advisory’s Markel Group MKL Stock Holding History

RFG Advisory’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	$1.3M	Hold	665	–	–	0.02%	485
2026 Q1	$1.27M	Sell	665 -29	-4%	-$58.9K	0.02%	476
2025 Q4	$1.49M	Hold	694	–	–	0.03%	418
2025 Q3	$1.33M	Hold	694	–	–	0.03%	421
2025 Q2	$1.39M	Hold	694	–	–	0.03%	371
2025 Q1	$1.3M	Sell	694 -72	-9%	-$132K	0.04%	348
2024 Q4	$1.32M	Sell	766 -5	-0.6%	-$8.3K	0.04%	323
2024 Q3	$1.21M	Sell	771 -7	-0.9%	-$11K	0.04%	338
2024 Q2	$1.23M	Hold	778	–	–	0.04%	317
2024 Q1	$1.18M	Sell	778 -3	-0.4%	-$4.4K	0.04%	316
2023 Q4	$1.11M	Buy	781 +293	+60%	+$416K	0.04%	306
2023 Q3	$719K	Sell	488 -7	-1%	-$10.2K	0.03%	341
2023 Q2	$685K	Sell	495 -15	-3%	-$20.1K	0.03%	364
2023 Q1	$651K	Buy	+510	New	+$678K	0.03%	354
2022 Q4	–	Sell	-256	Closed	-$312K	–	646
2022 Q3	$312K	Buy	+256	New	+$312K	0.02%	477

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

RFG Advisory's MKL Position: Q2 2026 in Review

RFG Advisory held its Markel Group (MKL) position steady in Q2 2026 at 665 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #485.

RFG Advisory first reported a position in MKL in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.49M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

RFG Advisory held 665 shares of Markel Group worth $1.3M as of Q2 2026.
RFG Advisory left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #485 holding.
RFG Advisory first reported a position in Markel Group in Q3 2022 and has held it in 15 quarters since.
RFG Advisory's Markel Group position peaked at $1.49M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.