Evergreen Capital Management’s Markel Group MKL Stock Holding History

Evergreen Capital 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	$505K	Buy	264 +96	+57%	+$195K	0.01%	779
2025 Q4	$361K	Buy	+168	New	+$340K	0.01%	932
2025 Q3	–	Sell	-178	Closed	-$356K	–	1347
2025 Q2	$356K	Sell	178 -26	-13%	-$48.8K	0.01%	728
2025 Q1	$381K	Buy	204 +1	+0.5%	+$1.84K	0.01%	618
2024 Q4	$350K	Hold	203	–	–	0.01%	658
2024 Q3	$318K	Sell	203 -3	-1%	-$4.7K	0.01%	685
2024 Q2	$325K	Hold	206	–	–	0.01%	631
2024 Q1	$313K	Buy	206 +9	+5%	+$13.2K	0.01%	609
2023 Q4	$280K	Hold	197	–	–	0.01%	625
2023 Q3	$290K	Hold	197	–	–	0.01%	564
2023 Q2	$272K	Sell	197 -2	-1%	-$2.68K	0.01%	605
2023 Q1	$254K	Buy	199 +14	+8%	+$18.6K	0.01%	568
2022 Q4	$244K	Buy	185 +1	+0.5%	+$1.24K	0.01%	548
2022 Q3	$200K	Hold	184	–	–	0.01%	569
2022 Q2	$238K	Sell	184 -9	-5%	-$12.3K	0.01%	480
2022 Q1	$285K	Buy	193 +5	+3%	+$6.46K	0.01%	496
2021 Q4	$232K	Buy	+188	New	+$237K	0.01%	554

Other funds holding MKL

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 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 New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Evergreen Capital Management's MKL Position: Q1 2026 in Review

Evergreen Capital Management increased its Markel Group (MKL) stake by 57% in Q1 2026, buying an estimated $195K and bringing the position to 264 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #779.

Evergreen Capital Management first reported a position in MKL in Q4 2021 and has held it in 17 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Evergreen Capital Management held 264 shares of Markel Group worth $505K as of Q1 2026.
Evergreen Capital Management bought 96 Markel Group shares in Q1 2026, an estimated $195K.
Markel Group made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #779 holding.
Evergreen Capital Management first reported a position in Markel Group in Q4 2021 and has held it in 17 quarters since.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.