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Stratos Wealth Partners’s Markel Group MKL Stock Holding History

Stratos Wealth Partners’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 		$215K Hold
110
– – ﹤0.01% 1588
2026
Q1 		$211K Buy
110
+14
+15% +$28.4K ﹤0.01% 1512
2025
Q4 		$206K Buy
+96
New +$194K ﹤0.01% 1502
2025
Q1 		– Sell
-140
Closed -$242K – 1464
2024
Q4 		$242K Sell
140
-122
-47% -$202K ﹤0.01% 1261
2024
Q3 		$411K Buy
262
+86
+49% +$135K 0.01% 1010
2024
Q2 		$277K Sell
176
-19
-10% -$29.5K ﹤0.01% 1117
2024
Q1 		$297K Buy
195
+37
+23% +$54.3K ﹤0.01% 1105
2023
Q4 		$224K Hold
158
– – ﹤0.01% 1217
2023
Q3 		$233K Buy
+158
New +$231K 0.01% 1109
2020
Q1 		– Sell
-231
Closed -$264K – 992
2019
Q4 		$264K Hold
231
– – 0.01% 798
2019
Q3 		$273K Buy
231
+29
+14% +$32.9K 0.01% 756
2019
Q2 		$220K Sell
202
-132
-40% -$138K 0.01% 846
2019
Q1 		$333K Sell
334
-20
-6% -$20.3K 0.02% 667
2018
Q4 		$367K Sell
354
-134
-27% -$147K 0.02% 604
2018
Q3 		$580K Sell
488
-37
-7% -$43.5K 0.03% 489
2018
Q2 		$569K Buy
525
+47
+10% +$53.1K 0.03% 534
2018
Q1 		$559K Sell
478
-34
-7% -$38.3K 0.02% 517
2017
Q4 		$583K Buy
512
+25
+5% +$27.3K 0.03% 486
2017
Q3 		$520K Buy
487
+26
+6% +$26.9K 0.02% 501
2017
Q2 		$450K Buy
461
+3
+0.7% +$2.91K 0.02% 495
2017
Q1 		$447K Buy
458
+16
+4% +$15.1K 0.03% 450
2016
Q4 		$400K Hold
442
– – 0.02% 447
2016
Q3 		$411K Sell
442
-6
-1% -$5.6K 0.03% 401
2016
Q2 		$427K Buy
448
+115
+35% +$107K 0.03% 365
2016
Q1 		$297K Buy
+333
New +$286K 0.03% 420

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

Stratos Wealth Partners's MKL Position: Q2 2026 in Review

Stratos Wealth Partners held its Markel Group (MKL) position steady in Q2 2026 at 110 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Stratos Wealth Partners first reported a position in MKL in Q1 2016 and has held it in 25 quarters since. The position peaked at $583K in Q4 2017. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Stratos Wealth Partners held 110 shares of Markel Group worth $215K as of Q2 2026.
  • Stratos Wealth Partners left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1588 holding.
  • Stratos Wealth Partners first reported a position in Markel Group in Q1 2016 and has held it in 25 quarters since.
  • Stratos Wealth Partners's Markel Group position peaked at $583K in Q4 2017.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.