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

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 $3.38T AUM 44.17% 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

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.

930 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.
930 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.