Back to MKL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MKL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MKL Position History
Markel Group Inc. • Financial Services
Quarters held
5
Latest value
$7.2M
Q3 2026
Peak value
$9.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.4M |
| Q4 2025 | $9.3M |
| Q1 2026 | $5.1M |
| Q2 2026 | $6.6M |
| Q3 2026 | $7.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.2M | 4.3K | — | — |
| Q2 2026 | $6.6M | 3.4K | — | — |
| Q1 2026 | $5.1M | 2.7K | — | — |
| Q4 2025 | $9.3M | 4.4K | — | — |
| Q3 2025 | $8.4M | 4.3K | — | — |
Other funds holding MKL
$2.3B
$2.3B
$2.1B
$892.5M
$794.4M
$741.3M