VWA
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Valued Wealth Advisors’s Markel Group MKL Stock Holding History

Valued Wealth 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 		$1.95K Buy
+1
New +$1.87K ﹤0.01% 670

Other funds holding MKL

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $220M AUM 14.19% 1-Year Est. Return

Valued Wealth Advisors's MKL Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Markel Group (MKL) in Q2 2026: 1 share worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings.

217 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Valued Wealth Advisors held 1 share of Markel Group worth $1.95K as of Q2 2026.
  • Markel Group was a new Valued Wealth Advisors position in Q2 2026.
  • Markel Group made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #670 holding.
  • 217 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.