Harvest Investment Services’s Markel Group MKL Stock Holding History

Harvest Investment Services’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	–	Sell	-352	Closed	-$674K	–	409
2026 Q1	$674K	Sell	352 -17	-5%	-$34.5K	0.12%	167
2025 Q4	$793K	Hold	369	–	–	0.15%	142
2025 Q3	$705K	Sell	369 -2	-0.5%	-$3.92K	0.14%	158
2025 Q2	$742K	Sell	371 -11	-3%	-$20.6K	0.17%	146
2025 Q1	$714K	Sell	382 -5	-1%	-$9.2K	0.2%	121
2024 Q4	$668K	Sell	387 -7	-2%	-$11.6K	0.16%	147
2024 Q3	$618K	Sell	394 -7	-2%	-$11K	0.2%	128
2024 Q2	$632K	Sell	401 -85	-17%	-$132K	0.25%	98
2024 Q1	$739K	Sell	486 -19	-4%	-$27.9K	0.3%	85
2023 Q4	$717K	Sell	505 -1	-0.2%	-$1.42K	0.33%	84
2023 Q3	$745K	Buy	+506	New	+$741K	0.48%	60

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 $3.37T AUM 44.26% 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

Harvest Investment Services's MKL Position: Q2 2026 in Review

Harvest Investment Services sold out of Markel Group (MKL) in Q2 2026, closing a stake of 352 shares — an estimated $674K sold.

Harvest Investment Services first reported a position in MKL in Q3 2023 and held it in 11 quarters. The position peaked at $793K in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Harvest Investment Services reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Harvest Investment Services sold 352 Markel Group shares in Q2 2026, an estimated $674K.
Harvest Investment Services first reported a position in Markel Group in Q3 2023 and held it in 11 quarters.
Harvest Investment Services's Markel Group position peaked at $793K in Q4 2025.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.