Annandale Capital’s Markel Group MKL Stock Holding History

Annandale Capital’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	$1.98M	Hold	1,012	–	–	0.27%	61
2026 Q1	$1.94M	Sell	1,012 -598	-37%	-$1.21M	0.27%	61
2025 Q4	$3.46M	Sell	1,610 -1,669	-51%	-$3.38M	0.41%	54
2025 Q3	$6.27M	Hold	3,279	–	–	1.07%	31
2025 Q2	$6.55M	Buy	3,279 +142	+5%	+$266K	0.5%	29
2025 Q1	$5.87M	Hold	3,137	–	–	0.37%	37
2024 Q4	$5.42M	Buy	3,137 +19	+0.6%	+$31.5K	0.86%	33
2024 Q3	$4.89M	Hold	3,118	–	–	0.69%	37
2024 Q2	$4.91M	Hold	3,118	–	–	0.84%	30
2024 Q1	$4.74M	Hold	3,118	–	–	0.87%	32
2023 Q4	$4.43M	Buy	3,118 +500	+19%	+$709K	0.83%	34
2023 Q3	$3.85M	Hold	2,618	–	–	0.96%	28
2023 Q2	$3.62M	Sell	2,618 -2	-0.1%	-$2.68K	1.05%	27
2023 Q1	$3.35M	Buy	2,620 +220	+9%	+$292K	1.06%	29
2022 Q4	$3.16M	Hold	2,400	–	–	1.04%	29
2022 Q3	$2.6M	Buy	2,400 +989	+70%	+$1.21M	0.96%	32
2022 Q2	$1.82M	Hold	1,411	–	–	0.72%	35
2022 Q1	$2.08M	Hold	1,411	–	–	0.82%	31
2021 Q4	$1.74M	Buy	1,411 +701	+99%	+$885K	0.77%	34
2021 Q3	$849K	Hold	710	–	–	0.51%	47
2021 Q2	$843K	Hold	710	–	–	0.51%	46
2021 Q1	$809K	Buy	+710	New	+$766K	0.57%	34

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 $3.37T AUM 44.26% 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

Annandale Capital's MKL Position: Q2 2026 in Review

Annandale Capital held its Markel Group (MKL) position steady in Q2 2026 at 1,012 shares worth $1.98M. The position accounts for 0.27% of the portfolio, ranked #61.

Annandale Capital first reported a position in MKL in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.55M in Q2 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Annandale Capital held 1,012 shares of Markel Group worth $1.98M as of Q2 2026.
Annandale Capital left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.27% of Annandale Capital's portfolio in Q2 2026, its #61 holding.
Annandale Capital first reported a position in Markel Group in Q1 2021 and has held it in 22 quarters since.
Annandale Capital's Markel Group position peaked at $6.55M in Q2 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Annandale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.