Modern Wealth Management, LLC
- SEC CIK
- 0002001900
- Latest filing
- Aug 13, 2026
MKL holding history
Markel Group Inc. in every 13F filed by Modern Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MKL overviewAll 13F holders of MKLFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,541
- Value
- $3.01M
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,541 | $3.01M | <0.1% | +44+2.9% | Added | Holders |
| Q1 2026 | 1,497 | $2.85M | <0.1% | −22−1.4% | Reduced | Holders |
| Q4 2025 | 1,519 | $3.27M | 0.1% | +8+0.5% | Added | Holders |
| Q3 2025 | 1,511 | $2.89M | 0.1% | +17+1.1% | Added | Holders |
| Q2 2025 | 1,494 | $2.98M | 0.1% | +21+1.4% | Added | Holders |
| Q1 2025 | 1,473 | $2.75M | 0.1% | +29+2.0% | Added | Holders |
| Q4 2024 | 1,444 | $2.49M | 0.1% | +23+1.6% | Added | Holders |
| Q3 2024 | 1,421 | $2.23M | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 1,421 | $2.24M | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,421 | $2.16M | 0.2% | +1,421 | New | Holders |