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Evelyn Partners Investment Management Services’s Markel Group MKL Stock Holding History

Evelyn Partners Investment Management Services’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 		$65.1K Buy
34
+30
+750% +$60.9K 0.01% 170
2025
Q4 		$8.6K Hold
4
– – ﹤0.01% 239
2025
Q3 		$7.64K Hold
4
– – ﹤0.01% 242
2025
Q2 		$7.99K Hold
4
– – ﹤0.01% 232
2025
Q1 		$7.48K Hold
4
– – ﹤0.01% 233
2024
Q4 		$6.91K Buy
+4
New +$6.64K ﹤0.01% 240

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 $113B AUM 38.87% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

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

Evelyn Partners Investment Management Services increased its Markel Group (MKL) stake by 750% in Q1 2026, buying an estimated $60.9K and bringing the position to 34 shares worth $65.1K. The position accounts for 0.01% of the portfolio, ranked #170.

Evelyn Partners Investment Management Services first reported a position in MKL in Q4 2024 and has held it in 6 quarters since. 927 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Evelyn Partners Investment Management Services held 34 shares of Markel Group worth $65.1K as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 30 Markel Group shares in Q1 2026, an estimated $60.9K.
  • Markel Group made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #170 holding.
  • Evelyn Partners Investment Management Services first reported a position in Markel Group in Q4 2024 and has held it in 6 quarters since.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

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