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Evolve Private Wealth’s Markel Group MKL Stock Holding History

Evolve Private Wealth’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 		$230K Sell
118
-79
-40% -$148K 0.01% 868
2026
Q1 		$377K Sell
197
-5
-2% -$10.1K 0.02% 692
2025
Q4 		$434K Buy
+202
New +$409K 0.03% 581

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

Evolve Private Wealth's MKL Position: Q2 2026 in Review

Evolve Private Wealth reduced its Markel Group (MKL) stake by 40% in Q2 2026, selling an estimated $148K and leaving 118 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #868.

Evolve Private Wealth first reported a position in MKL in Q4 2025 and has held it in 3 quarters since. The position peaked at $434K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Evolve Private Wealth held 118 shares of Markel Group worth $230K as of Q2 2026.
  • Evolve Private Wealth sold 79 Markel Group shares in Q2 2026, an estimated $148K.
  • Markel Group made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #868 holding.
  • Evolve Private Wealth first reported a position in Markel Group in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Markel Group position peaked at $434K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.