EWM
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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
Q2 		$95.7K Hold
49
– – 0.01% 276
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

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

Evermay Wealth Management held its Markel Group (MKL) position steady in Q2 2026 at 49 shares worth $95.7K. The position accounts for 0.01% of the portfolio, ranked #276.

Evermay Wealth Management first reported a position in MKL in Q1 2019 and has held it in 21 quarters since. The position peaked at $307K in Q3 2019. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Evermay Wealth Management held 49 shares of Markel Group worth $95.7K as of Q2 2026.
  • Evermay Wealth Management left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Evermay Wealth Management first reported a position in Markel Group in Q1 2019 and has held it in 21 quarters since.
  • Evermay Wealth Management's Markel Group position peaked at $307K in Q3 2019.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.