EverSource Wealth Advisors’s Markel Group MKL Stock Holding History

EverSource Wealth Advisors’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	$150K	Sell	77 -22	-22%	-$41.1K	0.01%	1169
2026 Q1	$189K	Buy	99 +17	+21%	+$34.5K	0.01%	1084
2025 Q4	$176K	Sell	82 -30	-27%	-$60.8K	0.01%	1004
2025 Q3	$214K	Buy	112 +33	+42%	+$64.7K	0.01%	872
2025 Q2	$158K	Buy	79 +46	+139%	+$86.3K	0.01%	968
2025 Q1	$61.7K	Buy	33 +17	+106%	+$31.3K	﹤0.01%	1138
2024 Q4	$27.6K	Sell	16 -31	-66%	-$51.4K	﹤0.01%	1467
2024 Q3	$73.7K	Sell	47 -16	-25%	-$25K	﹤0.01%	904
2024 Q2	$103K	Buy	63 +58	+1,160%	+$90.1K	0.01%	785
2024 Q1	$7.29K	Buy	+5	New	+$7.33K	﹤0.01%	1850

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

EverSource Wealth Advisors's MKL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Markel Group (MKL) stake by 22% in Q2 2026, selling an estimated $41.1K and leaving 77 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #1169.

EverSource Wealth Advisors first reported a position in MKL in Q1 2024 and has held it in 10 quarters since. The position peaked at $214K in Q3 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

EverSource Wealth Advisors held 77 shares of Markel Group worth $150K as of Q2 2026.
EverSource Wealth Advisors sold 22 Markel Group shares in Q2 2026, an estimated $41.1K.
Markel Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1169 holding.
EverSource Wealth Advisors first reported a position in Markel Group in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Markel Group position peaked at $214K in Q3 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.