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Evelyn Partners Asset Management’s Markel Group MKL Stock Holding History

Evelyn Partners Asset 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
Q1 		$3.83K Hold
2
– – ﹤0.01% 288
2025
Q4 		$4.3K Sell
2
-3
-60% -$6.08K ﹤0.01% 265
2025
Q3 		$9.56K Hold
5
– – ﹤0.01% 231
2025
Q2 		$9.99K Hold
5
– – ﹤0.01% 192
2025
Q1 		$9.35K Buy
+5
New +$9.2K ﹤0.01% 201

Other funds holding MKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Evelyn Partners Asset Management's MKL Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Markel Group (MKL) position steady in Q1 2026 at 2 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Evelyn Partners Asset Management first reported a position in MKL in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.99K in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Evelyn Partners Asset Management held 2 shares of Markel Group worth $3.83K as of Q1 2026.
  • Evelyn Partners Asset Management left its Markel Group share count unchanged in Q1 2026.
  • Markel Group made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #288 holding.
  • Evelyn Partners Asset Management first reported a position in Markel Group in Q1 2025 and has held it in 5 quarters since.
  • Evelyn Partners Asset Management's Markel Group position peaked at $9.99K in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.