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 Q2	$641K	Buy	328 +105	+47%	+$196K	﹤0.01%	706
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s MKL Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Markel Group (MKL) stake by 47% in Q2 2026, buying an estimated $196K and bringing the position to 328 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Wealthspire Advisors (New York) first reported a position in MKL in Q3 2021 and has held it in 10 quarters since. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Wealthspire Advisors (New York) held 328 shares of Markel Group worth $641K as of Q2 2026.
Wealthspire Advisors (New York) bought 105 Markel Group shares in Q2 2026, an estimated $196K.
Markel Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #706 holding.
Wealthspire Advisors (New York) first reported a position in Markel Group in Q3 2021 and has held it in 10 quarters since.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.