Carnegie Lake Advisors’s Markel Group MKL Stock Holding History

Carnegie Lake 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	$391K	Hold	200	–	–	0.15%	123
2026 Q1	$383K	Hold	200	–	–	0.15%	120
2025 Q4	$430K	Hold	200	–	–	0.16%	114
2025 Q3	$382K	Sell	200 -50	-20%	-$98K	0.15%	120
2025 Q2	$499K	Hold	250	–	–	0.2%	107
2025 Q1	$467K	Hold	250	–	–	0.19%	107
2024 Q4	$432K	Hold	250	–	–	0.17%	108
2024 Q3	$392K	Buy	+250	New	+$391K	0.16%	109

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

Carnegie Lake Advisors's MKL Position: Q2 2026 in Review

Carnegie Lake Advisors held its Markel Group (MKL) position steady in Q2 2026 at 200 shares worth $391K. The position accounts for 0.15% of the portfolio, ranked #123.

Carnegie Lake Advisors first reported a position in MKL in Q3 2024 and has held it in 8 quarters since. The position peaked at $499K in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Carnegie Lake Advisors held 200 shares of Markel Group worth $391K as of Q2 2026.
Carnegie Lake Advisors left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.15% of Carnegie Lake Advisors's portfolio in Q2 2026, its #123 holding.
Carnegie Lake Advisors first reported a position in Markel Group in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's Markel Group position peaked at $499K in Q2 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.