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Spire Wealth Management’s Markel Group MKL Stock Holding History

Spire 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 		– Sell
-10
Closed -$19.1K – 2319
2026
Q1 		$19.1K Sell
10
-8
-44% -$16.2K ﹤0.01% 1437
2025
Q4 		$38.7K Hold
18
– – ﹤0.01% 1260
2025
Q3 		$34.4K Sell
18
-3
-14% -$5.88K ﹤0.01% 1353
2025
Q2 		$41.9K Sell
21
-2
-9% -$3.75K ﹤0.01% 1268
2025
Q1 		$43K Sell
23
-5
-18% -$9.2K ﹤0.01% 1333
2024
Q4 		$48.3K Hold
28
– – ﹤0.01% 1297
2024
Q3 		$43.9K Sell
28
-361
-93% -$565K ﹤0.01% 1171
2024
Q2 		$613K Sell
389
-6
-2% -$9.32K 0.02% 446
2024
Q1 		$601K Sell
395
-11
-3% -$16.1K 0.01% 480
2023
Q4 		$588K Sell
406
-50
-11% -$70.9K 0.02% 480
2023
Q3 		$671K Sell
456
-4
-0.9% -$5.86K 0.03% 416
2023
Q2 		$636K Sell
460
-17
-4% -$22.8K 0.02% 439
2023
Q1 		$609K Buy
477
+421
+752% +$559K 0.02% 445
2022
Q4 		$74K Sell
56
-1
-2% -$1.24K ﹤0.01% 843
2022
Q3 		$62K Sell
57
-189
-77% -$231K ﹤0.01% 873
2022
Q2 		$318K Buy
246
+43
+21% +$59K 0.01% 615
2022
Q1 		$299K Sell
203
-566
-74% -$731K 0.01% 726
2021
Q4 		$949K Buy
769
+160
+26% +$202K 0.02% 484
2021
Q3 		$728K Buy
609
+100
+20% +$123K 0.02% 485
2021
Q2 		$604K Buy
509
+139
+38% +$167K 0.02% 560
2021
Q1 		$423K Buy
+370
New +$399K 0.01% 724

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

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

Spire Wealth Management sold out of Markel Group (MKL) in Q2 2026, closing a stake of 10 shares — an estimated $19.1K sold.

Spire Wealth Management first reported a position in MKL in Q1 2021 and held it in 21 quarters. The position peaked at $949K in Q4 2021. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Spire Wealth Management reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 10 Markel Group shares in Q2 2026, an estimated $19.1K.
  • Spire Wealth Management first reported a position in Markel Group in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's Markel Group position peaked at $949K in Q4 2021.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.