Annis Gardner Whiting Capital Advisors’s Markel Group MKL Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$1.35M	Sell	690 -40	-5%	-$74.7K	0.2%	88
2026 Q1	$1.4M	Sell	730 -28	-4%	-$56.8K	0.22%	75
2025 Q4	$1.63M	Sell	758 -41	-5%	-$83.1K	0.31%	56
2025 Q3	$1.53M	Buy	799 +79	+11%	+$155K	0.32%	53
2025 Q2	$1.44M	Buy	720 +37	+5%	+$69.4K	0.5%	37
2025 Q1	$1.28M	Sell	683 -1,024	-60%	-$1.88M	0.54%	37
2024 Q4	$2.95M	Buy	1,707 +979	+134%	+$1.62M	0.83%	17
2024 Q3	$1.14M	Sell	728 -11	-1%	-$17.2K	0.32%	58
2024 Q2	$1.16M	Sell	739 -11	-1%	-$17.1K	0.33%	54
2024 Q1	$1.14M	Sell	750 -44	-6%	-$64.5K	0.41%	34
2023 Q4	$1.13M	Sell	794 -26	-3%	-$36.9K	0.5%	32
2023 Q3	$1.21M	Buy	+820	New	+$1.2M	0.64%	23

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

Annis Gardner Whiting Capital Advisors's MKL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Markel Group (MKL) stake by 5.5% in Q2 2026, selling an estimated $74.7K and leaving 690 shares worth $1.35M. The position accounts for 0.2% of the portfolio, ranked #88.

Annis Gardner Whiting Capital Advisors first reported a position in MKL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.95M in Q4 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 690 shares of Markel Group worth $1.35M as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 40 Markel Group shares in Q2 2026, an estimated $74.7K.
Markel Group made up 0.2% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #88 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Markel Group in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's Markel Group position peaked at $2.95M in Q4 2024.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.