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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Pettyjohn Wood & White's MKL Position: Q1 2026 in Review

Pettyjohn Wood & White held its Markel Group (MKL) position steady in Q1 2026 at 115 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #205.

Pettyjohn Wood & White first reported a position in MKL in Q2 2025 and has held it in 4 quarters since. The position peaked at $247K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Pettyjohn Wood & White held 115 shares of Markel Group worth $220K as of Q1 2026.
Pettyjohn Wood & White left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.04% of Pettyjohn Wood & White's portfolio in Q1 2026, its #205 holding.
Pettyjohn Wood & White first reported a position in Markel Group in Q2 2025 and has held it in 4 quarters since.
Pettyjohn Wood & White's Markel Group position peaked at $247K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.