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Haverford Trust Company’s Markel Group MKL Stock Holding History

Haverford Trust Company’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
2025
Q3 		– Sell
-189
Closed -$378K – 406
2025
Q2 		$378K Hold
189
– – ﹤0.01% 332
2025
Q1 		$353K Sell
189
-105
-36% -$193K ﹤0.01% 329
2024
Q4 		$508K Sell
294
-140
-32% -$232K 0.01% 287
2024
Q3 		$681K Buy
434
+201
+86% +$315K 0.01% 268
2024
Q2 		$367K Buy
+233
New +$362K ﹤0.01% 333

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Haverford Trust Company's MKL Position: Q3 2025 in Review

Haverford Trust Company sold out of Markel Group (MKL) in Q3 2025, closing a stake of 189 shares — an estimated $378K sold.

Haverford Trust Company first reported a position in MKL in Q2 2024 and held it in 5 quarters. The position peaked at $681K in Q3 2024. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • Haverford Trust Company reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
  • Haverford Trust Company sold 189 Markel Group shares in Q3 2025, an estimated $378K.
  • Haverford Trust Company first reported a position in Markel Group in Q2 2024 and held it in 5 quarters.
  • Haverford Trust Company's Markel Group position peaked at $681K in Q3 2024.
  • 851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Haverford Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.