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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
Q2 		– Sell
-148
Closed -$284K – 605
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

Wealth Alliance's MKL Position: Q2 2026 in Review

Wealth Alliance sold out of Markel Group (MKL) in Q2 2026, closing a stake of 148 shares — an estimated $284K sold.

Wealth Alliance first reported a position in MKL in Q2 2025 and held it in 4 quarters. The position peaked at $321K in Q4 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Wealth Alliance reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Wealth Alliance sold 148 Markel Group shares in Q2 2026, an estimated $284K.
  • Wealth Alliance first reported a position in Markel Group in Q2 2025 and held it in 4 quarters.
  • Wealth Alliance's Markel Group position peaked at $321K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.