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Toth Financial Advisory’s Markel Group MKL Stock Holding History

Toth Financial Advisory’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 		$39.1K Hold
20
– – ﹤0.01% 415
2026
Q1 		$38.3K Sell
20
-2
-9% -$4.06K ﹤0.01% 391
2025
Q4 		$47.3K Hold
22
– – 0.01% 365
2025
Q3 		$42K Hold
22
– – ﹤0.01% 377
2025
Q2 		$43.9K Hold
22
– – 0.01% 327
2025
Q1 		$41.1K Hold
22
– – 0.01% 314
2024
Q4 		$38K Hold
22
– – ﹤0.01% 324
2024
Q3 		$34.5K Buy
22
+20
+1,000% +$31.3K ﹤0.01% 329
2024
Q2 		$3.15K Hold
2
– – ﹤0.01% 560
2024
Q1 		$3.04K Hold
2
– – ﹤0.01% 567
2023
Q4 		$2.84K Hold
2
– – ﹤0.01% 585
2023
Q3 		$2.94K Hold
2
– – ﹤0.01% 596
2023
Q2 		$2.77K Hold
2
– – ﹤0.01% 608
2023
Q1 		$2.56K Hold
2
– – ﹤0.01% 621
2022
Q4 		$2.63K Hold
2
– – ﹤0.01% 563
2022
Q3 		$2K Buy
+2
New +$2.44K ﹤0.01% 642

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

Toth Financial Advisory's MKL Position: Q2 2026 in Review

Toth Financial Advisory held its Markel Group (MKL) position steady in Q2 2026 at 20 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Toth Financial Advisory first reported a position in MKL in Q3 2022 and has held it in 16 quarters since. The position peaked at $47.3K in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Toth Financial Advisory held 20 shares of Markel Group worth $39.1K as of Q2 2026.
  • Toth Financial Advisory left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #415 holding.
  • Toth Financial Advisory first reported a position in Markel Group in Q3 2022 and has held it in 16 quarters since.
  • Toth Financial Advisory's Markel Group position peaked at $47.3K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.