Elm Partners Management’s Markel Group MKL Stock Holding History

Elm Partners 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	$711K	Hold	364	–	–	0.03%	93
2026 Q1	$687K	Buy	364 +15	+4%	+$30.4K	0.03%	81
2025 Q4	$750K	Buy	349 +50	+17%	+$101K	0.03%	81
2025 Q3	$571K	Buy	299 +97	+48%	+$190K	0.03%	90
2025 Q2	$403K	Buy	+202	New	+$379K	0.02%	77

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

Elm Partners Management's MKL Position: Q2 2026 in Review

Elm Partners Management held its Markel Group (MKL) position steady in Q2 2026 at 364 shares worth $711K. The position accounts for 0.03% of the portfolio, ranked #93.

Elm Partners Management first reported a position in MKL in Q2 2025 and has held it in 5 quarters since. The position peaked at $750K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Elm Partners Management held 364 shares of Markel Group worth $711K as of Q2 2026.
Elm Partners Management left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.03% of Elm Partners Management's portfolio in Q2 2026, its #93 holding.
Elm Partners Management first reported a position in Markel Group in Q2 2025 and has held it in 5 quarters since.
Elm Partners Management's Markel Group position peaked at $750K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.