Narwhal Capital Management’s Markel Group MKL Stock Holding History

Narwhal Capital 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	$205K	Hold	105	–	–	0.01%	154
2026 Q1	$201K	Hold	105	–	–	0.01%	165
2025 Q4	$226K	Hold	105	–	–	0.02%	159
2025 Q3	$201K	Hold	105	–	–	0.01%	161
2025 Q2	$210K	Buy	+105	New	+$197K	0.02%	156
2020 Q3	–	Sell	-275	Closed	-$254K	–	151
2020 Q2	$254K	Hold	275	–	–	0.04%	121
2020 Q1	$255K	Hold	275	–	–	0.06%	114
2019 Q4	$314K	Hold	275	–	–	0.06%	117
2019 Q3	$325K	Hold	275	–	–	0.07%	114
2019 Q2	$300K	Sell	275 -575	-68%	-$603K	0.06%	115
2019 Q1	$847K	Sell	850 -250	-23%	-$254K	0.18%	93
2018 Q4	$1.14M	Hold	1,100	–	–	0.28%	85
2018 Q3	$1.31M	Hold	1,100	–	–	0.29%	89
2018 Q2	$1.19M	Sell	1,100 -5	-0.5%	-$5.65K	0.28%	96
2018 Q1	$1.29M	Sell	1,105 -275	-20%	-$310K	0.3%	92
2017 Q4	$1.57M	Sell	1,380 -18	-1%	-$19.7K	0.36%	89
2017 Q3	$1.49M	Sell	1,398 -250	-15%	-$259K	0.37%	87
2017 Q2	$1.61M	Hold	1,648	–	–	0.42%	79
2017 Q1	$1.61M	Sell	1,648 -20	-1%	-$18.9K	0.45%	70
2016 Q4	$1.51M	Sell	1,668 -40	-2%	-$35.7K	0.45%	73
2016 Q3	$1.59M	Hold	1,708	–	–	0.5%	65
2016 Q2	$1.63M	Buy	1,708 +348	+26%	+$324K	0.51%	64
2016 Q1	$1.21M	Hold	1,360	–	–	0.4%	80
2015 Q4	$1.2M	Hold	1,360	–	–	0.42%	73
2015 Q3	$1.09M	Sell	1,360 -10	-0.7%	-$8.46K	0.41%	78
2015 Q2	$1.1M	Hold	1,370	–	–	0.4%	77
2015 Q1	$1.05M	Buy	1,370 +30	+2%	+$21.7K	0.39%	83
2014 Q4	$915K	Buy	1,340 +205	+18%	+$139K	0.35%	87
2014 Q3	$722K	Buy	1,135 +430	+61%	+$277K	0.29%	98
2014 Q2	$462K	Buy	+705	New	+$444K	0.18%	122

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 $3.38T AUM 44.17% 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

Narwhal Capital Management's MKL Position: Q2 2026 in Review

Narwhal Capital Management held its Markel Group (MKL) position steady in Q2 2026 at 105 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #154.

Narwhal Capital Management first reported a position in MKL in Q2 2014 and has held it in 30 quarters since. The position peaked at $1.63M in Q2 2016. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Narwhal Capital Management held 105 shares of Markel Group worth $205K as of Q2 2026.
Narwhal Capital Management left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.01% of Narwhal Capital Management's portfolio in Q2 2026, its #154 holding.
Narwhal Capital Management first reported a position in Markel Group in Q2 2014 and has held it in 30 quarters since.
Narwhal Capital Management's Markel Group position peaked at $1.63M in Q2 2016.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.