Davis Asset Management’s Markel Group MKL Stock Holding History

Davis Asset Management’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	$180M	Buy	92,105 +21,474	+30%	+$40.1M	4.56%	5
2026 Q1	$135M	Buy	70,631 +20,631	+41%	+$41.9M	3.91%	9
2025 Q4	$107M	Hold	50,000	–	–	3.85%	8
2025 Q3	$95.6M	Hold	50,000	–	–	3.4%	11
2025 Q2	$99.9M	Hold	50,000	–	–	3.89%	11
2025 Q1	$93.5M	Hold	50,000	–	–	3.89%	13
2024 Q4	$86.3M	Hold	50,000	–	–	3.52%	11
2024 Q3	$78.4M	Buy	50,000 +15,000	+43%	+$23.5M	3.14%	13
2024 Q2	$55.1M	Hold	35,000	–	–	2.48%	17
2024 Q1	$53.3M	Hold	35,000	–	–	2.34%	18
2023 Q4	$49.7M	Buy	35,000 +5,000	+17%	+$7.09M	2.41%	16
2023 Q3	$44.2M	Buy	30,000 +5,000	+20%	+$7.32M	2.58%	16
2023 Q2	$34.6M	Hold	25,000	–	–	2.07%	18
2023 Q1	$31.9M	Hold	25,000	–	–	2.05%	21
2022 Q4	$32.9M	Hold	25,000	–	–	1.84%	23
2022 Q3	$27.1M	Hold	25,000	–	–	1.59%	24
2022 Q2	$32.3M	Hold	25,000	–	–	1.84%	21
2022 Q1	$36.9M	Hold	25,000	–	–	1.8%	19
2021 Q4	$30.9M	Hold	25,000	–	–	1.46%	24
2021 Q3	$29.7M	Hold	25,000	–	–	1.53%	26
2021 Q2	$29.7M	Hold	25,000	–	–	1.58%	25
2021 Q1	$28.5M	Buy	+25,000	New	+$27M	1.62%	25

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

Davis Asset Management's MKL Position: Q2 2026 in Review

Davis Asset Management increased its Markel Group (MKL) stake by 30% in Q2 2026, buying an estimated $40.1M and bringing the position to 92,105 shares worth $180M. The position accounts for 4.56% of the portfolio, ranked #5.

Davis Asset Management first reported a position in MKL in Q1 2021 and has held it in 22 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Davis Asset Management held 92,105 shares of Markel Group worth $180M as of Q2 2026.
Davis Asset Management bought 21,474 Markel Group shares in Q2 2026, an estimated $40.1M.
Markel Group made up 4.56% of Davis Asset Management's portfolio in Q2 2026, its #5 holding.
Davis Asset Management first reported a position in Markel Group in Q1 2021 and has held it in 22 quarters since.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Davis Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.