EWA
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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
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
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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

EverSource Wealth Advisors's MKL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Markel Group (MKL) stake by 21% in Q1 2026, buying an estimated $34.5K and bringing the position to 99 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #1084.

EverSource Wealth Advisors first reported a position in MKL in Q1 2024 and has held it in 9 quarters since. The position peaked at $214K in Q3 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • EverSource Wealth Advisors held 99 shares of Markel Group worth $189K as of Q1 2026.
  • EverSource Wealth Advisors bought 17 Markel Group shares in Q1 2026, an estimated $34.5K.
  • Markel Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1084 holding.
  • EverSource Wealth Advisors first reported a position in Markel Group in Q1 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's Markel Group position peaked at $214K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.