Evergreen Wealth Management
MKL icon

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
Q3 		$7.98M Buy
4,662
+129
+3% +$240K 3.12% 9
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

Evergreen Wealth Management's MKL Position: Q3 2026 in Review

Evergreen Wealth Management increased its Markel Group (MKL) stake by 2.8% in Q3 2026, buying an estimated $240K and bringing the position to 4,662 shares worth $7.98M. The position accounts for 3.12% of the portfolio, ranked #9.

Evergreen Wealth Management first reported a position in MKL in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.85M in Q2 2026. 756 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Evergreen Wealth Management held 4,662 shares of Markel Group worth $7.98M as of Q3 2026.
  • Evergreen Wealth Management bought 129 Markel Group shares in Q3 2026, an estimated $240K.
  • Markel Group made up 3.12% of Evergreen Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Evergreen Wealth Management first reported a position in Markel Group in Q4 2022 and has held it in 16 quarters since.
  • Evergreen Wealth Management's Markel Group position peaked at $8.85M in Q2 2026.
  • 756 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Evergreen Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.