Wealth Enhancement Advisory Services
MKL icon

Wealth Enhancement Advisory Services’s Markel Group MKL Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.56M Buy
3,365
+701
+26% +$1.31M 0.01% 860
2026
Q1 		$5.06M Sell
2,664
-1,699
-39% -$3.45M 0.01% 896
2025
Q4 		$9.31M Buy
4,363
+91
+2% +$184K 0.01% 720
2025
Q3 		$8.4M Sell
4,272
-35
-0.8% -$68.6K 0.01% 728
2025
Q2 		$8.62M Buy
4,307
+15
+0.3% +$28.1K 0.01% 686
2025
Q1 		$8.02M Buy
4,292
+44
+1% +$80.9K 0.02% 657
2024
Q4 		$7.33M Buy
4,248
+196
+5% +$325K 0.01% 665
2024
Q3 		$6.36M Buy
4,052
+53
+1% +$83K 0.01% 655
2024
Q2 		$6.3M Sell
3,999
-14
-0.3% -$21.7K 0.02% 624
2024
Q1 		$6.11M Buy
4,013
+11
+0.3% +$16.1K 0.02% 615
2023
Q4 		$5.68M Sell
4,002
-508
-11% -$721K 0.02% 576
2023
Q3 		$6.64M Buy
4,510
+3,937
+687% +$5.76M 0.02% 504
2023
Q2 		$793K Buy
573
+102
+22% +$137K 0.01% 294
2023
Q1 		$602K Buy
+471
New +$626K 0.01% 370
2022
Q4 		– Sell
-3,483
Closed -$4.01M – 352
2022
Q3 		$4.01M Buy
+3,483
New +$4.25M 0.06% 129
2022
Q2 		– Sell
-2,739
Closed -$4.04M – 359
2022
Q1 		$4.04M Buy
2,739
+73
+3% +$94.3K 0.05% 148
2021
Q4 		$3.29M Sell
2,666
-2,645
-50% -$3.34M 0.05% 143
2021
Q3 		$7.04M Buy
+5,311
New +$6.55M 0.1% 92

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
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
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's MKL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Markel Group (MKL) stake by 26% in Q2 2026, buying an estimated $1.31M and bringing the position to 3,365 shares worth $6.56M. The position accounts for 0.01% of the portfolio, ranked #860.

Wealth Enhancement Advisory Services first reported a position in MKL in Q3 2021 and has held it in 18 quarters since. The position peaked at $9.31M in Q4 2025. 144 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,365 shares of Markel Group worth $6.56M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 701 Markel Group shares in Q2 2026, an estimated $1.31M.
  • Markel Group made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #860 holding.
  • Wealth Enhancement Advisory Services first reported a position in Markel Group in Q3 2021 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's Markel Group position peaked at $9.31M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.