EWM
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Evergreen Wealth Management’s Markel Group MKL Stock Holding History

Evergreen 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 		$8.85M Buy
4,533
+805
+22% +$1.5M 4.15% 8
2026
Q1 		$7.13M Buy
3,728
+112
+3% +$227K 3.68% 8
2025
Q4 		$7.77M Buy
3,616
+72
+2% +$146K 3.91% 7
2025
Q3 		$6.77M Buy
3,544
+154
+5% +$302K 3.55% 7
2025
Q2 		$6.77M Sell
3,390
-180
-5% -$338K 3.8% 8
2025
Q1 		$6.68M Sell
3,570
-34
-0.9% -$62.6K 3.99% 7
2024
Q4 		$6.22M Buy
3,604
+81
+2% +$134K 3.68% 8
2024
Q3 		$5.53M Buy
3,523
+340
+11% +$532K 3.33% 9
2024
Q2 		$5.01M Hold
3,183
– – 3.32% 10
2024
Q1 		$4.84M Hold
3,183
– – 3.28% 9
2023
Q4 		$4.52M Buy
3,183
+55
+2% +$78K 3.32% 7
2023
Q3 		$4.61M Buy
3,128
+132
+4% +$193K 3.64% 6
2023
Q2 		$4.14M Buy
2,996
+290
+11% +$389K 3.25% 8
2023
Q1 		$3.46M Buy
2,706
+716
+36% +$951K 3.07% 7
2022
Q4 		$2.62M Buy
+1,990
New +$2.46M 2.41% 12

Other funds holding MKL

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Evergreen Wealth Management increased its Markel Group (MKL) stake by 22% in Q2 2026, buying an estimated $1.5M and bringing the position to 4,533 shares worth $8.85M. The position accounts for 4.15% of the portfolio, ranked #8.

Evergreen Wealth Management first reported a position in MKL in Q4 2022 and has held it in 15 quarters since. 338 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Evergreen Wealth Management held 4,533 shares of Markel Group worth $8.85M as of Q2 2026.
  • Evergreen Wealth Management bought 805 Markel Group shares in Q2 2026, an estimated $1.5M.
  • Markel Group made up 4.15% of Evergreen Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Evergreen Wealth Management first reported a position in Markel Group in Q4 2022 and has held it in 15 quarters since.
  • 338 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.