Savvy Advisors Inc’s Markel Group MKL Stock Holding History

Savvy Advisors Inc’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	$281K	Buy	144 +20	+16%	+$37.3K	0.01%	1028
2026 Q1	$237K	Buy	+124	New	+$252K	0.01%	978

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

Savvy Advisors Inc's MKL Position: Q2 2026 in Review

Savvy Advisors Inc increased its Markel Group (MKL) stake by 16% in Q2 2026, buying an estimated $37.3K and bringing the position to 144 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #1028.

Savvy Advisors Inc first reported a position in MKL in Q1 2026 and has held it in 2 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Savvy Advisors Inc held 144 shares of Markel Group worth $281K as of Q2 2026.
Savvy Advisors Inc bought 20 Markel Group shares in Q2 2026, an estimated $37.3K.
Markel Group made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1028 holding.
Savvy Advisors Inc first reported a position in Markel Group in Q1 2026 and has held it in 2 quarters since.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.