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EP Wealth Advisors’s Markel Group MKL Stock Holding History

EP Wealth 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 		$717K Buy
367
+46
+14% +$85.9K ﹤0.01% 874
2026
Q1 		$614K Buy
321
+72
+29% +$146K ﹤0.01% 815
2025
Q4 		$535K Buy
+249
New +$504K ﹤0.01% 852
2025
Q2 		$455K Buy
228
+40
+21% +$75K ﹤0.01% 816
2025
Q1 		$351K Buy
188
+10
+6% +$18.4K ﹤0.01% 839
2024
Q4 		$307K Buy
178
+5
+3% +$8.3K ﹤0.01% 861
2024
Q3 		$271K Buy
173
+19
+12% +$29.7K ﹤0.01% 896
2024
Q2 		$243K Buy
+154
New +$239K ﹤0.01% 709

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

EP Wealth Advisors's MKL Position: Q2 2026 in Review

EP Wealth Advisors increased its Markel Group (MKL) stake by 14% in Q2 2026, buying an estimated $85.9K and bringing the position to 367 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

EP Wealth Advisors first reported a position in MKL in Q2 2024 and has held it in 8 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • EP Wealth Advisors held 367 shares of Markel Group worth $717K as of Q2 2026.
  • EP Wealth Advisors bought 46 Markel Group shares in Q2 2026, an estimated $85.9K.
  • Markel Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #874 holding.
  • EP Wealth Advisors first reported a position in Markel Group in Q2 2024 and has held it in 8 quarters since.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.