Wealthspire Advisors (New York)’s Markel Group MKL Stock Holding History

Wealthspire Advisors (New York)’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	$427K	Sell	223 -27	-11%	-$54.8K	﹤0.01%	621
2025 Q4	$537K	Buy	250 +74	+42%	+$150K	﹤0.01%	586
2025 Q3	$336K	Sell	176 -11	-6%	-$21.6K	﹤0.01%	630
2025 Q2	$374K	Sell	187 -89	-32%	-$167K	﹤0.01%	608
2025 Q1	$516K	Buy	276 +10	+4%	+$18.4K	﹤0.01%	506
2024 Q4	$459K	Buy	266 +104	+64%	+$173K	﹤0.01%	533
2024 Q3	$254K	Buy	162 +34	+27%	+$53.2K	﹤0.01%	661
2024 Q2	$202K	Buy	+128	New	+$199K	﹤0.01%	624
2021 Q4	–	Sell	-399	Closed	-$477K	–	592
2021 Q3	$477K	Buy	+399	New	+$492K	0.01%	363

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Wealthspire Advisors (New York)'s MKL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Markel Group (MKL) stake by 11% in Q1 2026, selling an estimated $54.8K and leaving 223 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Wealthspire Advisors (New York) first reported a position in MKL in Q3 2021 and has held it in 9 quarters since. The position peaked at $537K in Q4 2025. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Wealthspire Advisors (New York) held 223 shares of Markel Group worth $427K as of Q1 2026.
Wealthspire Advisors (New York) sold 27 Markel Group shares in Q1 2026, an estimated $54.8K.
Markel Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #621 holding.
Wealthspire Advisors (New York) first reported a position in Markel Group in Q3 2021 and has held it in 9 quarters since.
Wealthspire Advisors (New York)'s Markel Group position peaked at $537K in Q4 2025.
929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.