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PYA Waltman Capital’s Markel Group MKL Stock Holding History

PYA Waltman 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 		$23M Buy
11,797
+399
+4% +$745K 5.48% 6
2026
Q1 		$21.8M Buy
11,398
+244
+2% +$495K 6.05% 4
2025
Q4 		$24M Sell
11,154
-222
-2% -$450K 6.44% 4
2025
Q3 		$21.7M Buy
11,376
+305
+3% +$598K 5.83% 4
2025
Q2 		$22.1M Buy
11,071
+297
+3% +$557K 6.37% 3
2025
Q1 		$20.1M Sell
10,774
-65
-0.6% -$120K 6.33% 4
2024
Q4 		$18.7M Sell
10,839
-40
-0.4% -$66.4K 6.03% 4
2024
Q3 		$17.1M Buy
10,879
+420
+4% +$657K 5.58% 5
2024
Q2 		$16.5M Sell
10,459
-64
-0.6% -$99.4K 6.05% 4
2024
Q1 		$16M Buy
10,523
+185
+2% +$271K 5.94% 5
2023
Q4 		$14.7M Sell
10,338
-87
-0.8% -$123K 6.11% 4
2023
Q3 		$15.4M Buy
10,425
+81
+0.8% +$119K 6.5% 2
2023
Q2 		$15.6M Sell
10,344
-135
-1% -$181K 6.71% 2
2023
Q1 		$13.4M Sell
10,479
-351
-3% -$466K 6.65% 4
2022
Q4 		$14.3M Sell
10,830
-194
-2% -$240K 7.49% 3
2022
Q3 		$12M Buy
11,024
+891
+9% +$1.09M 7.02% 3
2022
Q2 		$13.1M Buy
10,133
+76
+0.8% +$104K 7.31% 3
2022
Q1 		$14.8M Buy
10,057
+672
+7% +$868K 7.31% 2
2021
Q4 		$11.6M Buy
9,385
+57
+0.6% +$71.9K 5.97% 4
2021
Q3 		$11.1M Buy
9,328
+84
+0.9% +$104K 6.05% 4
2021
Q2 		$11M Buy
9,244
+285
+3% +$342K 5.71% 5
2021
Q1 		$10.2M Buy
8,959
+727
+9% +$784K 5.79% 4
2020
Q4 		$8.51M Buy
8,232
+476
+6% +$474K 5.07% 7
2020
Q3 		$7.55M Buy
7,756
+252
+3% +$256K 5.32% 6
2020
Q2 		$6.93M Buy
7,504
+555
+8% +$504K 5.7% 7
2020
Q1 		$6.45M Buy
6,949
+5,588
+411% +$6.39M 6.83% 5
2019
Q4 		$1.56M Buy
+1,361
New +$1.55M 1.4% 17

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

PYA Waltman Capital's MKL Position: Q2 2026 in Review

PYA Waltman Capital increased its Markel Group (MKL) stake by 3.5% in Q2 2026, buying an estimated $745K and bringing the position to 11,797 shares worth $23M. The position accounts for 5.48% of the portfolio, ranked #6.

PYA Waltman Capital first reported a position in MKL in Q4 2019 and has held it in 27 quarters since. The position peaked at $24M in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • PYA Waltman Capital held 11,797 shares of Markel Group worth $23M as of Q2 2026.
  • PYA Waltman Capital bought 399 Markel Group shares in Q2 2026, an estimated $745K.
  • Markel Group made up 5.48% of PYA Waltman Capital's portfolio in Q2 2026, its #6 holding.
  • PYA Waltman Capital first reported a position in Markel Group in Q4 2019 and has held it in 27 quarters since.
  • PYA Waltman Capital's Markel Group position peaked at $24M in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.