Legacy Advisors’s Markel Group MKL Stock Holding History

Legacy Advisors’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 Q3	$618K	Sell	361 -1	-0.3%	-$1.86K	0.06%	158
2026 Q2	$707K	Sell	362 -1	-0.3%	-$1.87K	0.07%	151
2026 Q1	$695K	Sell	363 -6	-2%	-$12.2K	0.08%	132
2025 Q4	$793K	Buy	369 +1	+0.3%	+$2.03K	0.09%	125
2025 Q3	$703K	Buy	+368	New	+$721K	0.09%	123
2025 Q1	$688K	Hold	368	–	–	0.07%	214
2024 Q4	$635K	Hold	368	–	–	0.06%	232
2024 Q3	$577K	Buy	+368	New	+$576K	0.06%	227

Other funds holding MKL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

Legacy Advisors's MKL Position: Q3 2026 in Review

Legacy Advisors reduced its Markel Group (MKL) stake by 0.28% in Q3 2026, selling an estimated $1.86K and leaving 361 shares worth $618K. The position accounts for 0.06% of the portfolio, ranked #158.

Legacy Advisors first reported a position in MKL in Q3 2024 and has held it in 8 quarters since. The position peaked at $793K in Q4 2025. 756 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Legacy Advisors held 361 shares of Markel Group worth $618K as of Q3 2026.
Legacy Advisors sold 1 Markel Group share in Q3 2026, an estimated $1.86K.
Markel Group made up 0.06% of Legacy Advisors's portfolio in Q3 2026, its #158 holding.
Legacy Advisors first reported a position in Markel Group in Q3 2024 and has held it in 8 quarters since.
Legacy Advisors's Markel Group position peaked at $793K in Q4 2025.
756 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.