Pavion Blue Capital’s Markel Group MKL Stock Holding History

Pavion Blue Capital’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	$3.22M	Buy	1,650 +35	+2%	+$65.4K	1.3%	25
2026 Q1	$3.09M	Buy	1,615 +24	+2%	+$48.7K	1.34%	23
2025 Q4	$3.42M	Buy	1,591 +7	+0.4%	+$14.2K	1.42%	21
2025 Q3	$3.03M	Hold	1,584	–	–	1.29%	22
2025 Q2	$3.16M	Buy	1,584 +3	+0.2%	+$5.63K	1.41%	20
2025 Q1	$2.96M	Buy	1,581 +22	+1%	+$40.5K	1.41%	20
2024 Q4	$2.69M	Buy	1,559 +22	+1%	+$36.5K	1.26%	24
2024 Q3	$2.41M	Buy	1,537 +283	+23%	+$443K	1.12%	27
2024 Q2	$1.98M	Buy	1,254 +45	+4%	+$69.9K	0.97%	32
2024 Q1	$1.84M	Buy	1,209 +99	+9%	+$145K	0.91%	34
2023 Q4	$1.58M	Buy	1,110 +354	+47%	+$502K	0.87%	35
2023 Q3	$1.11M	Sell	756 -3	-0.4%	-$4.39K	0.68%	42
2023 Q2	$1.05M	Buy	759 +2	+0.3%	+$2.68K	0.61%	43
2023 Q1	$967K	Buy	757 +2	+0.3%	+$2.66K	0.6%	45
2022 Q4	$995K	Buy	755 +21	+3%	+$26K	0.63%	45
2022 Q3	$796K	Buy	+734	New	+$896K	0.57%	48

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

Pavion Blue Capital's MKL Position: Q2 2026 in Review

Pavion Blue Capital increased its Markel Group (MKL) stake by 2.2% in Q2 2026, buying an estimated $65.4K and bringing the position to 1,650 shares worth $3.22M. The position accounts for 1.3% of the portfolio, ranked #25.

Pavion Blue Capital first reported a position in MKL in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.42M in Q4 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Pavion Blue Capital held 1,650 shares of Markel Group worth $3.22M as of Q2 2026.
Pavion Blue Capital bought 35 Markel Group shares in Q2 2026, an estimated $65.4K.
Markel Group made up 1.3% of Pavion Blue Capital's portfolio in Q2 2026, its #25 holding.
Pavion Blue Capital first reported a position in Markel Group in Q3 2022 and has held it in 16 quarters since.
Pavion Blue Capital's Markel Group position peaked at $3.42M in Q4 2025.
927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Pavion Blue Capital's 13F filing for Q2 2026, filed 7 Aug 2026.