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Wealth Preservation Advisors’s Markel Group MKL Stock Holding History

Wealth Preservation 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
2025
Q4 		– Sell
-15
Closed -$28.7K – 615
2025
Q3 		$28.7K Buy
+15
New +$29.4K 0.02% 229

Other funds holding MKL

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Preservation Advisors's MKL Position: Q4 2025 in Review

Wealth Preservation Advisors sold out of Markel Group (MKL) in Q4 2025, closing a stake of 15 shares — an estimated $28.7K sold.

Wealth Preservation Advisors first reported a position in MKL in Q3 2025 and held it in 1 quarter. The position peaked at $28.7K in Q3 2025. 922 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

  • Wealth Preservation Advisors reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 15 Markel Group shares in Q4 2025, an estimated $28.7K.
  • Wealth Preservation Advisors first reported a position in Markel Group in Q3 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Markel Group position peaked at $28.7K in Q3 2025.
  • 922 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on Wealth Preservation Advisors's 13F filing for Q4 2025, filed 23 Feb 2026.