EP Wealth Advisors
MKL icon

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
Q3 		$634K Buy
370
+3
+0.8% +$5.57K ﹤0.01% 873
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

EP Wealth Advisors's MKL Position: Q3 2026 in Review

EP Wealth Advisors increased its Markel Group (MKL) stake by 0.82% in Q3 2026, buying an estimated $5.57K and bringing the position to 370 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

EP Wealth Advisors first reported a position in MKL in Q2 2024 and has held it in 9 quarters since. The position peaked at $717K in Q2 2026. 756 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • EP Wealth Advisors held 370 shares of Markel Group worth $634K as of Q3 2026.
  • EP Wealth Advisors bought 3 Markel Group shares in Q3 2026, an estimated $5.57K.
  • Markel Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #873 holding.
  • EP Wealth Advisors first reported a position in Markel Group in Q2 2024 and has held it in 9 quarters since.
  • EP Wealth Advisors's Markel Group position peaked at $717K in Q2 2026.
  • 756 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.