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

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 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. 926 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.
  • 926 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.