Edgestream Partners’s Markel Group MKL Stock Holding History

Edgestream Partners’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	–	Sell	-1,952	Closed	-$3.74M	–	1073
2026 Q1	$3.74M	Buy	+1,952	New	+$3.96M	0.12%	320
2025 Q4	–	Sell	-2,010	Closed	-$3.84M	–	1072
2025 Q3	$3.84M	Buy	+2,010	New	+$3.94M	0.11%	349
2025 Q2	–	Sell	-721	Closed	-$1.35M	–	992
2025 Q1	$1.35M	Buy	+721	New	+$1.33M	0.05%	557
2024 Q4	–	Sell	-5,363	Closed	-$8.41M	–	1002
2024 Q3	$8.41M	Buy	+5,363	New	+$8.39M	0.37%	19
2024 Q2	–	Sell	-1,333	Closed	-$2.03M	–	965
2024 Q1	$2.03M	Buy	1,333 +851	+177%	+$1.25M	0.1%	334
2023 Q4	$684K	Buy	+482	New	+$684K	0.05%	535
2022 Q4	–	Sell	-1,511	Closed	-$1.64M	–	582
2022 Q3	$1.64M	Buy	+1,511	New	+$1.84M	0.13%	219
2022 Q1	–	Sell	-3,012	Closed	-$3.72M	–	601
2021 Q4	$3.72M	Buy	3,012 +1,041	+53%	+$1.31M	0.23%	137
2021 Q3	$2.36M	Sell	1,971 -1,099	-36%	-$1.35M	0.15%	216
2021 Q2	$3.64M	Buy	+3,070	New	+$3.68M	0.21%	162

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

Edgestream Partners's MKL Position: Q2 2026 in Review

Edgestream Partners sold out of Markel Group (MKL) in Q2 2026, closing a stake of 1,952 shares — an estimated $3.74M sold.

Edgestream Partners first reported a position in MKL in Q2 2021 and held it in 10 quarters. The position peaked at $8.41M in Q3 2024. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Edgestream Partners reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 1,952 Markel Group shares in Q2 2026, an estimated $3.74M.
Edgestream Partners first reported a position in Markel Group in Q2 2021 and held it in 10 quarters.
Edgestream Partners's Markel Group position peaked at $8.41M in Q3 2024.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.