Roehl & Yi Investment Advisors’s Markel Group MKL Stock Holding History

Roehl & Yi Investment Advisors’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	$441K	Sell	226 -3	-1%	-$5.6K	0.15%	123
2026 Q1	$438K	Sell	229 -33	-13%	-$67K	0.16%	101
2025 Q4	$563K	Sell	262 -1	-0.4%	-$2.03K	0.22%	88
2025 Q3	$503K	Sell	263 -55	-17%	-$108K	0.22%	88
2025 Q2	$635K	Hold	318	–	–	0.33%	70
2025 Q1	$595K	Sell	318 -1	-0.3%	-$1.84K	0.32%	73
2024 Q4	$551K	Buy	+319	New	+$529K	0.3%	79

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

Roehl & Yi Investment Advisors's MKL Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Markel Group (MKL) stake by 1.3% in Q2 2026, selling an estimated $5.6K and leaving 226 shares worth $441K. The position accounts for 0.15% of the portfolio, ranked #123.

Roehl & Yi Investment Advisors first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $635K in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Roehl & Yi Investment Advisors held 226 shares of Markel Group worth $441K as of Q2 2026.
Roehl & Yi Investment Advisors sold 3 Markel Group shares in Q2 2026, an estimated $5.6K.
Markel Group made up 0.15% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #123 holding.
Roehl & Yi Investment Advisors first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's Markel Group position peaked at $635K in Q2 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.