Evercore Wealth Management’s Markel Group MKL Stock Holding History

Evercore Wealth 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	$396K	Hold	203	–	–	0.01%	312
2026 Q1	$389K	Hold	203	–	–	0.01%	311
2025 Q4	$436K	Hold	203	–	–	0.01%	304
2025 Q3	$388K	Hold	203	–	–	0.01%	320
2025 Q2	$405K	Hold	203	–	–	0.01%	304
2025 Q1	$380K	Hold	203	–	–	0.01%	312
2024 Q4	$350K	Hold	203	–	–	0.01%	323
2024 Q3	$318K	Sell	203 -6	-3%	-$9.39K	﹤0.01%	335
2024 Q2	$329K	Hold	209	–	–	0.01%	330
2024 Q1	$318K	Buy	+209	New	+$306K	0.01%	334
2023 Q4	–	Sell	-137	Closed	-$202K	–	438
2023 Q3	$202K	Buy	+137	New	+$201K	﹤0.01%	386
2023 Q1	–	Sell	-167	Closed	-$220K	–	414
2022 Q4	$220K	Buy	+167	New	+$207K	﹤0.01%	373
2022 Q2	–	Sell	-138	Closed	-$203K	–	418
2022 Q1	$203K	Buy	+138	New	+$178K	﹤0.01%	418
2021 Q1	–	Sell	-243	Closed	-$251K	–	438
2020 Q4	$251K	Sell	243 -3	-1%	-$2.99K	0.01%	388
2020 Q3	$239K	Sell	246 -89	-27%	-$90.4K	0.01%	341
2020 Q2	$309K	Hold	335	–	–	0.01%	304
2020 Q1	$311K	Sell	335 -41	-11%	-$46.9K	0.01%	291
2019 Q4	$430K	Hold	376	–	–	0.01%	299
2019 Q3	$444K	Sell	376 -10	-3%	-$11.4K	0.01%	281
2019 Q2	$420K	Hold	386	–	–	0.01%	298
2019 Q1	$385K	Sell	386 -23	-6%	-$23.4K	0.01%	301
2018 Q4	$424K	Buy	409 +15	+4%	+$16.4K	0.02%	264
2018 Q3	$468K	Buy	394 +1	+0.3%	+$1.18K	0.02%	281
2018 Q2	$426K	Buy	393 +61	+18%	+$68.9K	0.01%	285
2018 Q1	$389K	Buy	332 +85	+34%	+$95.7K	0.01%	269
2017 Q4	$281K	Sell	247 -100	-29%	-$109K	0.01%	316
2017 Q3	$371K	Hold	347	–	–	0.01%	286
2017 Q2	$339K	Sell	347 -5	-1%	-$4.85K	0.01%	308
2017 Q1	$343K	Sell	352 -27	-7%	-$25.5K	0.01%	305
2016 Q4	$343K	Sell	379 -33	-8%	-$29.4K	0.01%	293
2016 Q3	$383K	Sell	412 -17	-4%	-$15.9K	0.02%	275
2016 Q2	$409K	Hold	429	–	–	0.02%	261
2016 Q1	$382K	Sell	429 -20	-4%	-$17.2K	0.02%	275
2015 Q4	$396K	Buy	449 +39	+10%	+$33.9K	0.02%	274
2015 Q3	$330K	Hold	410	–	–	0.02%	314
2015 Q2	$330K	Hold	410	–	–	0.01%	336
2015 Q1	$316K	Sell	410 -138	-25%	-$99.8K	0.01%	341
2014 Q4	$376K	Sell	548 -108	-16%	-$73.2K	0.02%	281
2014 Q3	$418K	Sell	656 -5	-0.8%	-$3.23K	0.02%	291
2014 Q2	$434K	Sell	661 -53	-7%	-$33.4K	0.02%	287
2014 Q1	$429K	Sell	714 -9	-1%	-$5.13K	0.02%	277
2013 Q4	$420K	Buy	723 +77	+12%	+$41.8K	0.02%	281
2013 Q3	$334K	Hold	646	–	–	0.02%	332
2013 Q2	$341K	Buy	+646	New	+$338K	0.02%	335

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Evercore Wealth Management's MKL Position: Q2 2026 in Review

Evercore Wealth Management held its Markel Group (MKL) position steady in Q2 2026 at 203 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #312.

Evercore Wealth Management first reported a position in MKL in Q2 2013 and has held it in 44 quarters since. The position peaked at $468K in Q3 2018. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Evercore Wealth Management held 203 shares of Markel Group worth $396K as of Q2 2026.
Evercore Wealth Management left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #312 holding.
Evercore Wealth Management first reported a position in Markel Group in Q2 2013 and has held it in 44 quarters since.
Evercore Wealth Management's Markel Group position peaked at $468K in Q3 2018.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.