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Wealth Alliance’s Markel Group MKL Stock Holding History

Wealth Alliance’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
Q1 		$284K Sell
148
-1
-0.7% -$2.03K 0.03% 448
2025
Q4 		$321K Sell
149
-1
-0.7% -$2.03K 0.03% 414
2025
Q3 		$287K Buy
150
+1
+0.7% +$1.96K 0.03% 427
2025
Q2 		$298K Buy
+149
New +$279K 0.03% 408

Other funds holding MKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Wealth Alliance's MKL Position: Q1 2026 in Review

Wealth Alliance reduced its Markel Group (MKL) stake by 0.67% in Q1 2026, selling an estimated $2.03K and leaving 148 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #448.

Wealth Alliance first reported a position in MKL in Q2 2025 and has held it in 4 quarters since. The position peaked at $321K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Wealth Alliance held 148 shares of Markel Group worth $284K as of Q1 2026.
  • Wealth Alliance sold 1 Markel Group share in Q1 2026, an estimated $2.03K.
  • Markel Group made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #448 holding.
  • Wealth Alliance first reported a position in Markel Group in Q2 2025 and has held it in 4 quarters since.
  • Wealth Alliance's Markel Group position peaked at $321K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.