Sowell Financial Services’s Markel Group MKL Stock Holding History

Sowell Financial Services’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	$1.06M	Sell	543 -824	-60%	-$1.54M	0.03%	450
2026 Q1	$2.62M	Hold	1,367	–	–	0.1%	224
2025 Q4	$2.94M	Buy	1,367 +23	+2%	+$46.6K	0.11%	194
2025 Q3	$2.57M	Sell	1,344 -1	-0.1%	-$1.96K	0.1%	220
2025 Q2	$2.69M	Sell	1,345 -136	-9%	-$255K	0.11%	192
2025 Q1	$2.77M	Buy	+1,481	New	+$2.72M	0.13%	167
2023 Q2	–	Sell	-1,239	Closed	-$1.58M	–	721
2023 Q1	$1.58M	Buy	+1,239	New	+$1.65M	0.12%	201
2021 Q2	–	Sell	-518	Closed	-$621K	–	1864
2021 Q1	$621K	Sell	518 -21	-4%	-$22.7K	0.02%	565
2020 Q4	$557K	Sell	539 -34	-6%	-$33.9K	0.02%	493
2020 Q3	$558K	Sell	573 -54	-9%	-$54.9K	0.03%	442
2020 Q2	$579K	Buy	627 +193	+44%	+$175K	0.03%	413
2020 Q1	$403K	Buy	434 +149	+52%	+$170K	0.03%	454
2019 Q4	$326K	Sell	285 -9	-3%	-$10.3K	0.02%	573
2019 Q3	$347K	Buy	+294	New	+$334K	0.03%	496

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

Sowell Financial Services's MKL Position: Q2 2026 in Review

Sowell Financial Services reduced its Markel Group (MKL) stake by 60% in Q2 2026, selling an estimated $1.54M and leaving 543 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #450.

Sowell Financial Services first reported a position in MKL in Q3 2019 and has held it in 14 quarters since. The position peaked at $2.94M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Sowell Financial Services held 543 shares of Markel Group worth $1.06M as of Q2 2026.
Sowell Financial Services sold 824 Markel Group shares in Q2 2026, an estimated $1.54M.
Markel Group made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #450 holding.
Sowell Financial Services first reported a position in Markel Group in Q3 2019 and has held it in 14 quarters since.
Sowell Financial Services's Markel Group position peaked at $2.94M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.