Intrinsic Value Partners’s Markel Group MKL Stock Holding History

Intrinsic Value Partners’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	$728K	Sell	373 -10	-3%	-$18.7K	0.5%	43
2026 Q1	$733K	Sell	383 -6	-2%	-$12.2K	0.56%	37
2025 Q4	$836K	Sell	389 -11	-3%	-$22.3K	0.63%	33
2025 Q3	$765K	Sell	400 -6	-1%	-$11.8K	0.62%	33
2025 Q2	$811K	Sell	406 -4	-1%	-$7.5K	0.72%	31
2025 Q1	$767K	Sell	410 -11	-3%	-$20.2K	0.76%	29
2024 Q4	$727K	Hold	421	–	–	0.73%	29
2024 Q3	$660K	Sell	421 -1	-0.2%	-$1.56K	0.66%	32
2024 Q2	$665K	Hold	422	–	–	0.69%	28
2024 Q1	$642K	Sell	422 -11	-3%	-$16.1K	0.68%	29
2023 Q4	$615K	Sell	433 -12	-3%	-$17K	0.72%	31
2023 Q3	$655K	Hold	445	–	–	0.84%	27
2023 Q2	$616K	Sell	445 -1	-0.2%	-$1.34K	0.78%	31
2023 Q1	$570K	Sell	446 -12	-3%	-$15.9K	0.77%	33
2022 Q4	$603K	Sell	458 -10	-2%	-$12.4K	0.83%	33
2022 Q3	$507K	Sell	468 -1	-0.2%	-$1.22K	0.7%	38
2022 Q2	$607K	Hold	469	–	–	0.77%	32
2022 Q1	$692K	Sell	469 -40	-8%	-$51.7K	0.73%	30
2021 Q4	$628K	Buy	+509	New	+$642K	0.67%	30

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

Intrinsic Value Partners's MKL Position: Q2 2026 in Review

Intrinsic Value Partners reduced its Markel Group (MKL) stake by 2.6% in Q2 2026, selling an estimated $18.7K and leaving 373 shares worth $728K. The position accounts for 0.5% of the portfolio, ranked #43.

Intrinsic Value Partners first reported a position in MKL in Q4 2021 and has held it in 19 quarters since. The position peaked at $836K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Intrinsic Value Partners held 373 shares of Markel Group worth $728K as of Q2 2026.
Intrinsic Value Partners sold 10 Markel Group shares in Q2 2026, an estimated $18.7K.
Markel Group made up 0.5% of Intrinsic Value Partners's portfolio in Q2 2026, its #43 holding.
Intrinsic Value Partners first reported a position in Markel Group in Q4 2021 and has held it in 19 quarters since.
Intrinsic Value Partners's Markel Group position peaked at $836K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Intrinsic Value Partners's 13F filing for Q2 2026, filed 14 Jul 2026.