Strategic Advocates’s Markel Group MKL Stock Holding History

Strategic Advocates’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 Q1	–	Sell	-2	Closed	-$4.35K	–	476
2025 Q4	$4.35K	Hold	2	–	–	﹤0.01%	441
2025 Q3	$3.82K	Buy	+2	New	+$3.92K	﹤0.01%	436

Other funds holding MKL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Strategic Advocates's MKL Position: Q1 2026 in Review

Strategic Advocates sold out of Markel Group (MKL) in Q1 2026, closing a stake of 2 shares — an estimated $4.35K sold.

Strategic Advocates first reported a position in MKL in Q3 2025 and held it in 2 quarters. The position peaked at $4.35K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Strategic Advocates reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 2 Markel Group shares in Q1 2026, an estimated $4.35K.
Strategic Advocates first reported a position in Markel Group in Q3 2025 and held it in 2 quarters.
Strategic Advocates's Markel Group position peaked at $4.35K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.