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Ervin Investment Management’s Markel Group MKL Stock Holding History

Ervin Investment 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 		$5.29M Buy
2,711
+76
+3% +$142K 2.88% 12
2026
Q1 		$5.04M Buy
2,635
+45
+2% +$91.3K 2.95% 12
2025
Q4 		$5.57M Buy
2,590
+54
+2% +$109K 3.12% 10
2025
Q3 		$4.85M Buy
2,536
+44
+2% +$86.3K 2.77% 12
2025
Q2 		$4.98M Sell
2,492
-96
-4% -$180K 3.11% 8
2025
Q1 		$4.84M Buy
2,588
+19
+0.7% +$35K 3.27% 7
2024
Q4 		$4.44M Sell
2,569
-83
-3% -$138K 2.86% 10
2024
Q3 		$4.16M Buy
2,652
+74
+3% +$116K 2.67% 10
2024
Q2 		$4.06M Sell
2,578
-80
-3% -$124K 2.82% 10
2024
Q1 		$4.04M Buy
2,658
+19
+0.7% +$27.9K 2.83% 10
2023
Q4 		$3.75M Buy
2,639
+64
+2% +$90.8K 2.86% 10
2023
Q3 		$3.79M Sell
2,575
-2
-0.1% -$2.93K 3.18% 8
2023
Q2 		$3.56M Buy
2,577
+35
+1% +$46.9K 2.86% 8
2023
Q1 		$3.21M Sell
2,542
-29
-1% -$38.5K 2.8% 8
2022
Q4 		$3.39M Buy
2,571
+22
+0.9% +$27.2K 3.08% 8
2022
Q3 		$2.76M Sell
2,549
-19
-0.7% -$23.2K 2.74% 8
2022
Q2 		$3.3M Buy
2,568
+37
+1% +$50.8K 3.06% 8
2022
Q1 		$3.78M Sell
2,531
-39
-2% -$50.4K 2.89% 8
2021
Q4 		$3.17M Buy
+2,570
New +$3.24M 2.54% 9

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

Ervin Investment Management's MKL Position: Q2 2026 in Review

Ervin Investment Management increased its Markel Group (MKL) stake by 2.9% in Q2 2026, buying an estimated $142K and bringing the position to 2,711 shares worth $5.29M. The position accounts for 2.88% of the portfolio, ranked #12.

Ervin Investment Management first reported a position in MKL in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.57M in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Ervin Investment Management held 2,711 shares of Markel Group worth $5.29M as of Q2 2026.
  • Ervin Investment Management bought 76 Markel Group shares in Q2 2026, an estimated $142K.
  • Markel Group made up 2.88% of Ervin Investment Management's portfolio in Q2 2026, its #12 holding.
  • Ervin Investment Management first reported a position in Markel Group in Q4 2021 and has held it in 19 quarters since.
  • Ervin Investment Management's Markel Group position peaked at $5.57M in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.