United Capital Financial Advisors’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 | $496K | Sell |
254
-57
| -18% | -$106K | ﹤0.01% | 1125 |
|
|
2026
Q1 | $595K | Buy |
311
+86
| +38% | +$175K | ﹤0.01% | 978 |
|
|
2025
Q4 | $484K | Buy |
225
+63
| +39% | +$128K | ﹤0.01% | 977 |
|
|
2025
Q3 | $310K | Buy |
+162
| New | +$318K | ﹤0.01% | 1007 |
|
|
2023
Q3 | – | Sell |
-317
| Closed | -$438K | – | 876 |
|
|
2023
Q2 | $438K | Sell |
317
-413
| -57% | -$554K | ﹤0.01% | 696 |
|
|
2023
Q1 | $933K | Buy |
730
+221
| +43% | +$294K | 0.01% | 597 |
|
|
2022
Q4 | $671K | Buy |
509
+62
| +14% | +$76.7K | ﹤0.01% | 706 |
|
|
2022
Q3 | $485K | Buy |
447
+3
| +0.7% | +$3.66K | ﹤0.01% | 770 |
|
|
2022
Q2 | $574K | Buy |
444
+14
| +3% | +$19.2K | ﹤0.01% | 763 |
|
|
2022
Q1 | $634K | Sell |
430
-28
| -6% | -$36.2K | ﹤0.01% | 782 |
|
|
2021
Q4 | $565K | Sell |
458
-117
| -20% | -$148K | ﹤0.01% | 825 |
|
|
2021
Q3 | $687K | Buy |
575
+67
| +13% | +$82.6K | ﹤0.01% | 775 |
|
|
2021
Q2 | $603K | Buy |
508
+103
| +25% | +$123K | ﹤0.01% | 822 |
|
|
2021
Q1 | $462K | Buy |
405
+10
| +3% | +$10.8K | ﹤0.01% | 865 |
|
|
2020
Q4 | $408K | Buy |
395
+54
| +16% | +$53.8K | ﹤0.01% | 905 |
|
|
2020
Q3 | $332K | Sell |
341
-50
| -13% | -$50.8K | ﹤0.01% | 931 |
|
|
2020
Q2 | $361K | Sell |
391
-140
| -26% | -$127K | ﹤0.01% | 962 |
|
|
2020
Q1 | $493K | Sell |
531
-7
| -1% | -$8K | ﹤0.01% | 827 |
|
|
2019
Q4 | $615K | Buy |
538
+33
| +7% | +$37.6K | ﹤0.01% | 932 |
|
|
2019
Q3 | $597K | Sell |
505
-214
| -30% | -$243K | ﹤0.01% | 901 |
|
|
2019
Q2 | $783K | Buy |
719
+80
| +13% | +$83.8K | 0.01% | 890 |
|
|
2019
Q1 | $637K | Buy |
639
+270
| +73% | +$274K | ﹤0.01% | 910 |
|
|
2018
Q4 | $375K | Hold |
369
| – | – | ﹤0.01% | 997 |
|
|
2018
Q3 | $439K | Sell |
369
-2
| -0.5% | -$2.35K | ﹤0.01% | 994 |
|
|
2018
Q2 | $402K | Sell |
371
-272
| -42% | -$307K | ﹤0.01% | 994 |
|
|
2018
Q1 | $752K | Sell |
643
-3
| -0.5% | -$3.38K | 0.01% | 844 |
|
|
2017
Q4 | $728K | Sell |
646
-79
| -11% | -$86.4K | 0.01% | 863 |
|
|
2017
Q3 | $774K | Hold |
725
| – | – | 0.01% | 837 |
|
|
2017
Q2 | $707K | Hold |
725
| – | – | 0.01% | 847 |
|
|
2017
Q1 | $707K | Sell |
725
-15
| -2% | -$14.2K | 0.01% | 833 |
|
|
2016
Q4 | $669K | Sell |
740
-25
| -3% | -$22.3K | 0.01% | 858 |
|
|
2016
Q3 | $711K | Sell |
765
-18
| -2% | -$16.8K | 0.01% | 866 |
|
|
2016
Q2 | $746K | Hold |
783
| – | – | 0.01% | 817 |
|
|
2016
Q1 | $698K | Buy |
783
+54
| +7% | +$46.4K | 0.01% | 789 |
|
|
2015
Q4 | $644K | Buy |
729
+92
| +14% | +$80.1K | 0.01% | 820 |
|
|
2015
Q3 | $511K | Buy |
637
+66
| +12% | +$55.8K | 0.01% | 889 |
|
|
2015
Q2 | $457K | Buy |
+571
| New | +$444K | 0.01% | 952 |
|
Other funds holding MKL
DSA
VLKIM
United Capital Financial Advisors's MKL Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Markel Group (MKL) stake by 18% in Q2 2026, selling an estimated $106K and leaving 254 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.
United Capital Financial Advisors first reported a position in MKL in Q2 2015 and has held it in 37 quarters since. The position peaked at $933K in Q1 2023. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.
- United Capital Financial Advisors held 254 shares of Markel Group worth $496K as of Q2 2026.
- United Capital Financial Advisors sold 57 Markel Group shares in Q2 2026, an estimated $106K.
- Markel Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1125 holding.
- United Capital Financial Advisors first reported a position in Markel Group in Q2 2015 and has held it in 37 quarters since.
- United Capital Financial Advisors's Markel Group position peaked at $933K in Q1 2023.
- 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.