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Western Wealth Management’s Markel Group MKL Stock Holding History

Western Wealth Management’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 		$373K Sell
191
-8
-4% -$14.9K 0.01% 758
2026
Q1 		$381K Buy
+199
New +$404K 0.01% 716
2025
Q1 		– Sell
-172
Closed -$297K – 737
2024
Q4 		$297K Sell
172
-8
-4% -$13.3K 0.02% 615
2024
Q3 		$282K Buy
+180
New +$282K 0.02% 619

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

Western Wealth Management's MKL Position: Q2 2026 in Review

Western Wealth Management reduced its Markel Group (MKL) stake by 4% in Q2 2026, selling an estimated $14.9K and leaving 191 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #758.

Western Wealth Management first reported a position in MKL in Q3 2024 and has held it in 4 quarters since. The position peaked at $381K in Q1 2026. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Western Wealth Management held 191 shares of Markel Group worth $373K as of Q2 2026.
  • Western Wealth Management sold 8 Markel Group shares in Q2 2026, an estimated $14.9K.
  • Markel Group made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #758 holding.
  • Western Wealth Management first reported a position in Markel Group in Q3 2024 and has held it in 4 quarters since.
  • Western Wealth Management's Markel Group position peaked at $381K in Q1 2026.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.