Pettyjohn Wood & White’s Markel Group MKL Stock Holding History

Pettyjohn Wood & White’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	$225K	Hold	115	–	–	0.03%	212
2026 Q1	$220K	Hold	115	–	–	0.04%	205
2025 Q4	$247K	Hold	115	–	–	0.04%	189
2025 Q3	$220K	Buy	115 +5	+5%	+$9.8K	0.04%	193
2025 Q2	$220K	Buy	+110	New	+$206K	0.04%	188

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

Pettyjohn Wood & White's MKL Position: Q2 2026 in Review

Pettyjohn Wood & White held its Markel Group (MKL) position steady in Q2 2026 at 115 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #212.

Pettyjohn Wood & White first reported a position in MKL in Q2 2025 and has held it in 5 quarters since. The position peaked at $247K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Pettyjohn Wood & White held 115 shares of Markel Group worth $225K as of Q2 2026.
Pettyjohn Wood & White left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.03% of Pettyjohn Wood & White's portfolio in Q2 2026, its #212 holding.
Pettyjohn Wood & White first reported a position in Markel Group in Q2 2025 and has held it in 5 quarters since.
Pettyjohn Wood & White's Markel Group position peaked at $247K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.