Steward Partners Investment Advisory’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.18M | Buy |
3,164
+107
| +4% | +$200K | 0.03% | 487 |
|
|
2026
Q1 | $5.85M | Buy |
3,057
+151
| +5% | +$306K | 0.03% | 458 |
|
|
2025
Q4 | $6.25M | Buy |
2,906
+37
| +1% | +$75K | 0.03% | 416 |
|
|
2025
Q3 | $5.48M | Buy |
2,869
+190
| +7% | +$372K | 0.03% | 449 |
|
|
2025
Q2 | $5.35M | Buy |
2,679
+442
| +20% | +$829K | 0.04% | 412 |
|
|
2025
Q1 | $4.18M | Buy |
2,237
+1,038
| +87% | +$1.91M | 0.04% | 449 |
|
|
2024
Q4 | $2.07M | Buy |
1,199
+39
| +3% | +$64.7K | 0.02% | 625 |
|
|
2024
Q3 | $1.82M | Buy |
1,160
+204
| +21% | +$319K | 0.02% | 661 |
|
|
2024
Q2 | $1.51M | Buy |
956
+303
| +46% | +$471K | 0.02% | 672 |
|
|
2024
Q1 | $994K | Buy |
653
+202
| +45% | +$296K | 0.01% | 795 |
|
|
2023
Q4 | $640K | Buy |
451
+151
| +50% | +$214K | 0.01% | 887 |
|
|
2023
Q3 | $442K | Buy |
300
+143
| +91% | +$209K | 0.01% | 967 |
|
|
2023
Q2 | $217K | Sell |
157
-2
| -1% | -$2.68K | ﹤0.01% | 1248 |
|
|
2023
Q1 | $203K | Buy |
159
+39
| +33% | +$51.8K | ﹤0.01% | 1276 |
|
|
2022
Q4 | $158K | Sell |
120
-15
| -11% | -$18.6K | ﹤0.01% | 1346 |
|
|
2022
Q3 | $146K | Sell |
135
-8
| -6% | -$9.76K | ﹤0.01% | 1335 |
|
|
2022
Q2 | $185K | Sell |
143
-33
| -19% | -$45.3K | ﹤0.01% | 1233 |
|
|
2022
Q1 | $260K | Buy |
176
+77
| +78% | +$99.5K | ﹤0.01% | 1192 |
|
|
2021
Q4 | $122K | Buy |
99
+11
| +13% | +$13.9K | ﹤0.01% | 1509 |
|
|
2021
Q3 | $105K | Sell |
88
-29
| -25% | -$35.8K | ﹤0.01% | 1521 |
|
|
2021
Q2 | $139K | Buy |
117
+105
| +875% | +$126K | ﹤0.01% | 1842 |
|
|
2021
Q1 | $13.7K | Sell |
12
-8
| -40% | -$8.63K | ﹤0.01% | 2647 |
|
|
2020
Q4 | $21K | Buy |
20
+4
| +25% | +$3.99K | ﹤0.01% | 2040 |
|
|
2020
Q3 | $16K | Buy |
16
+5
| +45% | +$5.08K | ﹤0.01% | 1963 |
|
|
2020
Q2 | $10K | Buy |
11
+3
| +38% | +$2.73K | ﹤0.01% | 2041 |
|
|
2020
Q1 | $7K | Sell |
8
-19
| -70% | -$21.7K | ﹤0.01% | 1977 |
|
|
2019
Q4 | $30K | Hold |
27
| – | – | ﹤0.01% | 1623 |
|
|
2019
Q3 | $31K | Sell |
27
-10
| -27% | -$11.4K | ﹤0.01% | 1561 |
|
|
2019
Q2 | $40K | Buy |
+37
| New | +$38.8K | ﹤0.01% | 1422 |
|
|
2018
Q4 | – | Sell |
-19
| Closed | -$23K | – | 1590 |
|
|
2018
Q3 | $23K | Buy |
19
+6
| +46% | +$7.06K | ﹤0.01% | 1496 |
|
|
2018
Q2 | $14K | Hold |
13
| – | – | ﹤0.01% | 1620 |
|
|
2018
Q1 | $15K | Hold |
13
| – | – | ﹤0.01% | 1439 |
|
|
2017
Q4 | $14K | Hold |
13
| – | – | ﹤0.01% | 1241 |
|
|
2017
Q3 | $13K | Buy |
13
+3
| +30% | +$3.1K | ﹤0.01% | 1048 |
|
|
2017
Q2 | $9K | Buy |
10
+2
| +25% | +$1.94K | ﹤0.01% | 1075 |
|
|
2017
Q1 | $7K | Hold |
8
| – | – | ﹤0.01% | 1036 |
|
|
2016
Q4 | $7K | Buy |
+8
| New | +$7.13K | ﹤0.01% | 615 |
|
Other funds holding MKL
DSA
VLKIM
Steward Partners Investment Advisory's MKL Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Markel Group (MKL) stake by 3.5% in Q2 2026, buying an estimated $200K and bringing the position to 3,164 shares worth $6.18M. The position accounts for 0.03% of the portfolio, ranked #487.
Steward Partners Investment Advisory first reported a position in MKL in Q4 2016 and has held it in 37 quarters since. The position peaked at $6.25M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.
- Steward Partners Investment Advisory held 3,164 shares of Markel Group worth $6.18M as of Q2 2026.
- Steward Partners Investment Advisory bought 107 Markel Group shares in Q2 2026, an estimated $200K.
- Markel Group made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #487 holding.
- Steward Partners Investment Advisory first reported a position in Markel Group in Q4 2016 and has held it in 37 quarters since.
- Steward Partners Investment Advisory's Markel Group position peaked at $6.25M in Q4 2025.
- 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.