Evermay Wealth Management’s Markel Group MKL Stock Holding History

Evermay 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 Q1	$93.8K	Hold	49	–	–	0.01%	259
2025 Q4	$105K	Hold	49	–	–	0.01%	251
2025 Q3	$93.7K	Hold	49	–	–	0.01%	270
2025 Q2	$97.9K	Hold	49	–	–	0.01%	269
2025 Q1	$91.6K	Hold	49	–	–	0.01%	272
2024 Q4	$84.6K	Hold	49	–	–	0.01%	269
2024 Q3	$76.9K	Hold	49	–	–	0.01%	296
2024 Q2	$77.2K	Hold	49	–	–	0.01%	298
2024 Q1	$74.6K	Buy	+49	New	+$71.8K	0.01%	315
2022 Q2	–	Sell	-15	Closed	-$22K	–	547
2022 Q1	$22K	Hold	15	–	–	﹤0.01%	362
2021 Q4	$19K	Hold	15	–	–	﹤0.01%	360
2021 Q3	$18K	Sell	15 -5	-25%	-$6.17K	﹤0.01%	346
2021 Q2	$24K	Buy	+20	New	+$24K	﹤0.01%	344
2020 Q4	–	Sell	-245	Closed	-$239K	–	173
2020 Q3	$239K	Hold	245	–	–	0.06%	142
2020 Q2	$226K	Sell	245 -5	-2%	-$4.54K	0.06%	139
2020 Q1	$232K	Sell	250 -10	-4%	-$11.4K	0.07%	122
2019 Q4	$297K	Hold	260	–	–	0.07%	127
2019 Q3	$307K	Sell	260 -18	-6%	-$20.5K	0.08%	114
2019 Q2	$303K	Buy	278 +15	+6%	+$15.7K	0.08%	111
2019 Q1	$262K	Buy	+263	New	+$267K	0.07%	122

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

Evermay Wealth Management's MKL Position: Q1 2026 in Review

Evermay Wealth Management held its Markel Group (MKL) position steady in Q1 2026 at 49 shares worth $93.8K. The position accounts for 0.01% of the portfolio, ranked #259.

Evermay Wealth Management first reported a position in MKL in Q1 2019 and has held it in 20 quarters since. The position peaked at $307K in Q3 2019. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Evermay Wealth Management held 49 shares of Markel Group worth $93.8K as of Q1 2026.
Evermay Wealth Management left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #259 holding.
Evermay Wealth Management first reported a position in Markel Group in Q1 2019 and has held it in 20 quarters since.
Evermay Wealth Management's Markel Group position peaked at $307K in Q3 2019.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.