Leavell Investment Management’s Markel Group MKL Stock Holding History

Leavell Investment Management’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	$531K	Hold	272	–	–	0.02%	428
2026 Q1	$521K	Hold	272	–	–	0.02%	411
2025 Q4	$585K	Hold	272	–	–	0.02%	381
2025 Q3	$520K	Hold	272	–	–	0.02%	404
2025 Q2	$543K	Buy	272 +4	+1%	+$7.5K	0.02%	389
2025 Q1	$501K	Hold	268	–	–	0.02%	381
2024 Q4	$463K	Sell	268 -8	-3%	-$13.3K	0.02%	389
2024 Q3	$433K	Hold	276	–	–	0.02%	408
2024 Q2	$435K	Buy	276 +84	+44%	+$130K	0.02%	376
2024 Q1	$292K	Sell	192 -2	-1%	-$2.93K	0.02%	427
2023 Q4	$275K	Hold	194	–	–	0.02%	414
2023 Q3	$286K	Buy	194 +2	+1%	+$2.93K	0.02%	394
2023 Q2	$266K	Hold	192	–	–	0.02%	417
2023 Q1	$245K	Hold	192	–	–	0.02%	414
2022 Q4	$253K	Hold	192	–	–	0.02%	395
2022 Q3	$208K	Hold	192	–	–	0.02%	418
2022 Q2	$248K	Hold	192	–	–	0.02%	390
2022 Q1	$283K	Hold	192	–	–	0.02%	374
2021 Q4	$237K	Hold	192	–	–	0.02%	407
2021 Q3	$229K	Buy	+192	New	+$237K	0.02%	380
2019 Q4	–	Sell	-174	Closed	-$206K	–	389
2019 Q3	$206K	Buy	+174	New	+$198K	0.02%	371
2018 Q4	–	Sell	-175	Closed	-$208K	–	366
2018 Q3	$208K	Buy	+175	New	+$206K	0.02%	366
2018 Q2	–	Sell	-172	Closed	-$201K	–	375
2018 Q1	$201K	Buy	+172	New	+$194K	0.02%	366

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

Leavell Investment Management's MKL Position: Q2 2026 in Review

Leavell Investment Management held its Markel Group (MKL) position steady in Q2 2026 at 272 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #428.

Leavell Investment Management first reported a position in MKL in Q1 2018 and has held it in 23 quarters since. The position peaked at $585K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Leavell Investment Management held 272 shares of Markel Group worth $531K as of Q2 2026.
Leavell Investment Management left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #428 holding.
Leavell Investment Management first reported a position in Markel Group in Q1 2018 and has held it in 23 quarters since.
Leavell Investment Management's Markel Group position peaked at $585K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.