Empirical Wealth Management’s Markel Group MKL Stock Holding History

Empirical Wealth 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	$621K	Buy	318 +6	+2%	+$11.2K	0.01%	588
2026 Q1	$597K	Sell	312 -28	-8%	-$56.8K	0.01%	516
2025 Q4	$731K	Sell	340 -74	-18%	-$150K	0.01%	402
2025 Q3	$791K	Buy	414 +166	+67%	+$325K	0.02%	363
2025 Q2	$495K	Sell	248 -59	-19%	-$111K	0.01%	421
2025 Q1	$574K	Buy	307 +54	+21%	+$99.3K	0.01%	385
2024 Q4	$437K	Buy	253 +74	+41%	+$123K	0.01%	410
2024 Q3	$281K	Hold	179	–	–	0.01%	477
2024 Q2	$282K	Buy	179 +2	+1%	+$3.11K	0.01%	465
2024 Q1	$269K	Sell	177 -5	-3%	-$7.33K	0.01%	462
2023 Q4	$258K	Sell	182 -53	-23%	-$75.2K	0.01%	427
2023 Q3	$346K	Buy	235 +60	+34%	+$87.8K	0.01%	345
2023 Q2	$242K	Sell	175 -101	-37%	-$135K	0.01%	405
2023 Q1	$353K	Hold	276	–	–	0.02%	371
2022 Q4	$364K	Buy	276 +6	+2%	+$7.42K	0.02%	356
2022 Q3	$293K	Sell	270 -535	-66%	-$653K	0.02%	379
2022 Q2	$1.04M	Sell	805 -2,304	-74%	-$3.16M	0.05%	195
2022 Q1	$4.59M	Buy	3,109 +1,429	+85%	+$1.85M	0.23%	73
2021 Q4	$2.07M	Buy	+1,680	New	+$2.12M	0.1%	126

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Empirical Wealth Management's MKL Position: Q2 2026 in Review

Empirical Wealth Management increased its Markel Group (MKL) stake by 1.9% in Q2 2026, buying an estimated $11.2K and bringing the position to 318 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #588.

Empirical Wealth Management first reported a position in MKL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.59M in Q1 2022. 604 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Empirical Wealth Management held 318 shares of Markel Group worth $621K as of Q2 2026.
Empirical Wealth Management bought 6 Markel Group shares in Q2 2026, an estimated $11.2K.
Markel Group made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #588 holding.
Empirical Wealth Management first reported a position in Markel Group in Q4 2021 and has held it in 19 quarters since.
Empirical Wealth Management's Markel Group position peaked at $4.59M in Q1 2022.
604 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.