Avalon Trust’s Markel Group MKL Stock Holding History

Avalon Trust’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	$838K	Hold	429	–	–	0.05%	78
2026 Q1	$821K	Buy	429 +4	+0.9%	+$8.12K	0.06%	73
2025 Q4	$914K	Hold	425	–	–	0.06%	74
2025 Q3	$812K	Buy	425 +25	+6%	+$49K	0.05%	78
2025 Q2	$799K	Hold	400	–	–	0.06%	76
2025 Q1	$748K	Sell	400 -100	-20%	-$184K	0.06%	80
2024 Q4	$863K	Hold	500	–	–	0.06%	77
2024 Q3	$784K	Hold	500	–	–	0.06%	75
2024 Q2	$788K	Hold	500	–	–	0.06%	75
2024 Q1	$761K	Buy	+500	New	+$733K	0.06%	75

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

Avalon Trust's MKL Position: Q2 2026 in Review

Avalon Trust held its Markel Group (MKL) position steady in Q2 2026 at 429 shares worth $838K. The position accounts for 0.05% of the portfolio, ranked #78.

Avalon Trust first reported a position in MKL in Q1 2024 and has held it in 10 quarters since. The position peaked at $914K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Avalon Trust held 429 shares of Markel Group worth $838K as of Q2 2026.
Avalon Trust left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.05% of Avalon Trust's portfolio in Q2 2026, its #78 holding.
Avalon Trust first reported a position in Markel Group in Q1 2024 and has held it in 10 quarters since.
Avalon Trust's Markel Group position peaked at $914K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.