John Overdeck’s Markel Group MKL Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-2,000	Closed	-$2.47M	–	3685
2021 Q4	$2.47M	Sell	2,000 -700	-26%	-$883K	0.01%	1746
2021 Q3	$3.23M	Buy	2,700 +2,000	+286%	+$2.47M	0.01%	1555
2021 Q2	$831K	Sell	700 -1,800	-72%	-$2.16M	﹤0.01%	2640
2021 Q1	$2.85M	Buy	+2,500	New	+$2.7M	0.01%	1427
2016 Q4	–	Sell	-600	Closed	-$557K	–	3361
2016 Q3	$557K	Sell	600 -2,400	-80%	-$2.24M	﹤0.01%	2368
2016 Q2	$2.86M	Buy	3,000 +1,800	+150%	+$1.68M	0.01%	1056
2016 Q1	$1.07M	Buy	1,200 +200	+20%	+$172K	0.01%	1561
2015 Q4	$883K	Buy	+1,000	New	+$870K	﹤0.01%	1590

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

John Overdeck's MKL Position: Q2 2026 in Review

John Overdeck opened a new position in Markel Group (MKL) in Q2 2026: 630 shares worth $1.23M. The stake represents ﹤0.01% of the portfolio and ranks #3449 among its holdings. This is a return to the name: John Overdeck previously reported a position in MKL as recently as Q3 2024.

John Overdeck first reported a position in MKL in Q2 2013 and has held it in 16 quarters since. The position peaked at $20.3M in Q4 2020. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

John Overdeck held 630 shares of Markel Group worth $1.23M as of Q2 2026.
Markel Group was a new John Overdeck position in Q2 2026.
Markel Group made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3449 holding.
John Overdeck first reported a position in Markel Group in Q2 2013 and has held it in 16 quarters since.
John Overdeck's Markel Group position peaked at $20.3M in Q4 2020.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.