Hennessy Advisors Inc’s Markel Group MKL Stock Holding History

Hennessy Advisors Inc’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	-3,900	Closed	-$7.46M	–	351
2026 Q1	$7.46M	Sell	3,900 -100	-3%	-$203K	0.27%	113
2025 Q4	$8.6M	Sell	4,000 -300	-7%	-$608K	0.3%	93
2025 Q3	$8.22M	Sell	4,300 -300	-7%	-$588K	0.28%	101
2025 Q2	$9.19M	Buy	+4,600	New	+$8.63M	0.31%	92

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

Hennessy Advisors Inc's MKL Position: Q2 2026 in Review

Hennessy Advisors Inc sold out of Markel Group (MKL) in Q2 2026, closing a stake of 3,900 shares — an estimated $7.46M sold.

Hennessy Advisors Inc first reported a position in MKL in Q2 2025 and held it in 4 quarters. The position peaked at $9.19M in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Hennessy Advisors Inc reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Hennessy Advisors Inc sold 3,900 Markel Group shares in Q2 2026, an estimated $7.46M.
Hennessy Advisors Inc first reported a position in Markel Group in Q2 2025 and held it in 4 quarters.
Hennessy Advisors Inc's Markel Group position peaked at $9.19M in Q2 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.