RKL Wealth Management’s Markel Group MKL Stock Holding History

RKL Wealth Management’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	$1.52M	Hold	778	–	–	0.12%	80
2026 Q1	$1.49M	Hold	778	–	–	0.13%	80
2025 Q4	$1.67M	Hold	778	–	–	0.14%	78
2025 Q3	$1.49M	Hold	778	–	–	0.13%	76
2025 Q2	$1.55M	Hold	778	–	–	0.14%	75
2025 Q1	$1.45M	Hold	778	–	–	0.14%	78
2024 Q4	$1.34M	Hold	778	–	–	0.12%	82
2024 Q3	$1.22M	Hold	778	–	–	0.11%	78
2024 Q2	$1.23M	Hold	778	–	–	0.12%	74
2024 Q1	$1.18M	Hold	778	–	–	0.12%	75
2023 Q4	$1.1M	Sell	778 -1	-0.1%	-$1.42K	0.12%	79
2023 Q3	$1.15M	Buy	779 +1	+0.1%	+$1.46K	0.14%	69
2023 Q2	$1.08M	Hold	778	–	–	0.13%	75
2023 Q1	$994K	Hold	778	–	–	0.13%	79
2022 Q4	$1.03M	Hold	778	–	–	0.14%	76
2022 Q3	$844K	Hold	778	–	–	0.12%	82
2022 Q2	$1.01M	Hold	778	–	–	0.14%	79
2022 Q1	$1.15M	Hold	778	–	–	0.14%	81
2021 Q4	$960K	Hold	778	–	–	0.11%	79
2021 Q3	$930K	Hold	778	–	–	0.12%	80
2021 Q2	$923K	Hold	778	–	–	0.12%	80
2021 Q1	$887K	Hold	778	–	–	0.12%	82
2020 Q4	$804K	Hold	778	–	–	0.11%	82
2020 Q3	$758K	Hold	778	–	–	0.12%	81
2020 Q2	$718K	Sell	778 -2	-0.3%	-$1.82K	0.12%	80
2020 Q1	$724K	Buy	780 +25	+3%	+$28.6K	0.15%	73
2019 Q4	$863K	Buy	755 +2	+0.3%	+$2.28K	0.15%	80
2019 Q3	$890K	Sell	753 -2	-0.3%	-$2.27K	0.17%	79
2019 Q2	$823K	Hold	755	–	–	0.15%	81
2019 Q1	$752K	Hold	755	–	–	0.15%	87
2018 Q4	$784K	Hold	755	–	–	0.18%	79
2018 Q3	$897K	Sell	755 -4	-0.5%	-$4.71K	0.19%	81
2018 Q2	$823K	Hold	759	–	–	0.19%	82
2018 Q1	$888K	Hold	759	–	–	0.21%	83
2017 Q4	$864K	Hold	759	–	–	0.21%	83
2017 Q3	$810K	Hold	759	–	–	0.23%	87
2017 Q2	$741K	Buy	759 +160	+27%	+$155K	0.24%	92
2017 Q1	$584K	Buy	+599	New	+$566K	0.24%	69

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

RKL Wealth Management's MKL Position: Q2 2026 in Review

RKL Wealth Management held its Markel Group (MKL) position steady in Q2 2026 at 778 shares worth $1.52M. The position accounts for 0.12% of the portfolio, ranked #80.

RKL Wealth Management first reported a position in MKL in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.67M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

RKL Wealth Management held 778 shares of Markel Group worth $1.52M as of Q2 2026.
RKL Wealth Management left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.12% of RKL Wealth Management's portfolio in Q2 2026, its #80 holding.
RKL Wealth Management first reported a position in Markel Group in Q1 2017 and has held it in 38 quarters since.
RKL Wealth Management's Markel Group position peaked at $1.67M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.