SFA
MKL icon

Sequoia Financial Advisors’s Markel Group MKL Stock Holding History

Sequoia 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 		$2.98M Buy
1,526
+26
+2% +$48.6K 0.01% 480
2026
Q1 		$2.87M Sell
1,500
-231
-13% -$469K 0.02% 477
2025
Q4 		$3.72M Buy
1,731
+210
+14% +$425K 0.02% 387
2025
Q3 		$2.91M Sell
1,521
-6
-0.4% -$11.8K 0.02% 425
2025
Q2 		$3.05M Buy
1,527
+13
+0.9% +$24.4K 0.02% 379
2025
Q1 		$2.83M Sell
1,514
-103
-6% -$189K 0.02% 372
2024
Q4 		$2.79M Buy
1,617
+50
+3% +$83K 0.03% 340
2024
Q3 		$2.46M Buy
1,567
+608
+63% +$952K 0.03% 333
2024
Q2 		$1.51M Buy
959
+15
+2% +$23.3K 0.02% 392
2024
Q1 		$1.44M Buy
944
+204
+28% +$299K 0.02% 390
2023
Q4 		$1.05M Buy
740
+129
+21% +$183K 0.01% 512
2023
Q3 		$900K Sell
611
-16
-3% -$23.4K 0.02% 367
2023
Q2 		$867K Sell
627
-50
-7% -$67K 0.01% 371
2023
Q1 		$865K Buy
677
+40
+6% +$53.1K 0.02% 339
2022
Q4 		$839K Buy
637
+431
+209% +$533K 0.02% 327
2022
Q3 		$223K Sell
206
-5
-2% -$6.1K 0.01% 465
2022
Q2 		$273K Buy
211
+7
+3% +$9.61K 0.01% 470
2022
Q1 		$301K Buy
+204
New +$264K 0.01% 499

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 $3.37T AUM 44.26% 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

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

Sequoia Financial Advisors increased its Markel Group (MKL) stake by 1.7% in Q2 2026, buying an estimated $48.6K and bringing the position to 1,526 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #480.

Sequoia Financial Advisors first reported a position in MKL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.72M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Sequoia Financial Advisors held 1,526 shares of Markel Group worth $2.98M as of Q2 2026.
  • Sequoia Financial Advisors bought 26 Markel Group shares in Q2 2026, an estimated $48.6K.
  • Markel Group made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #480 holding.
  • Sequoia Financial Advisors first reported a position in Markel Group in Q1 2022 and has held it in 18 quarters since.
  • Sequoia Financial Advisors's Markel Group position peaked at $3.72M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.