Valeo Financial Advisors’s Markel Group MKL Stock Holding History

Valeo Financial Advisors’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	$238K	Buy	+122	New	+$228K	0.01%	700
2021 Q2	–	Sell	-5	Closed	-$6K	–	1283
2021 Q1	$6K	Hold	5	–	–	﹤0.01%	1511
2020 Q4	$5K	Hold	5	–	–	﹤0.01%	1367
2020 Q3	$5K	Sell	5 -16	-76%	-$16.3K	﹤0.01%	1259
2020 Q2	$19K	Buy	21 +3	+17%	+$2.73K	﹤0.01%	1079
2020 Q1	$18K	Hold	18	–	–	﹤0.01%	925
2019 Q4	$21K	Buy	18 +6	+50%	+$6.83K	﹤0.01%	915
2019 Q3	$14K	Hold	12	–	–	﹤0.01%	941
2019 Q2	$13K	Sell	12 -5	-29%	-$5.24K	﹤0.01%	963
2019 Q1	$17K	Hold	17	–	–	﹤0.01%	828
2018 Q4	$18K	Hold	17	–	–	﹤0.01%	736
2018 Q3	$18K	Hold	17	–	–	﹤0.01%	803
2018 Q2	$20K	Sell	17 -4	-19%	-$4.52K	﹤0.01%	765
2018 Q1	$25K	Hold	21	–	–	﹤0.01%	655
2017 Q4	$24K	Buy	21 +17	+425%	+$18.6K	﹤0.01%	627
2017 Q3	$4K	Buy	+4	New	+$4.14K	﹤0.01%	917

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Valeo Financial Advisors's MKL Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Markel Group (MKL) in Q2 2026: 122 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #700 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in MKL as recently as Q1 2021.

Valeo Financial Advisors first reported a position in MKL in Q3 2017 and has held it in 16 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Valeo Financial Advisors held 122 shares of Markel Group worth $238K as of Q2 2026.
Markel Group was a new Valeo Financial Advisors position in Q2 2026.
Markel Group made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #700 holding.
Valeo Financial Advisors first reported a position in Markel Group in Q3 2017 and has held it in 16 quarters since.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.