Smartleaf Asset Management’s Markel Group MKL Stock Holding History

Smartleaf Asset Management’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	$186K	Hold	95	–	–	0.01%	857
2026 Q1	$179K	Sell	95 -9	-9%	-$18.3K	0.01%	828
2025 Q4	$226K	Buy	104 +2	+2%	+$4.05K	0.01%	756
2025 Q3	$194K	Sell	102 -58	-36%	-$114K	0.01%	742
2025 Q2	$318K	Hold	160	–	–	0.03%	468
2025 Q1	$297K	Buy	160 +73	+84%	+$134K	0.03%	466
2024 Q4	$150K	Sell	87 -12	-12%	-$19.9K	0.02%	650
2024 Q3	$155K	Buy	99 +92	+1,314%	+$144K	0.02%	576
2024 Q2	$11.1K	Buy	7 +2	+40%	+$3.11K	﹤0.01%	1358
2024 Q1	$7.64K	Sell	5 -153	-97%	-$224K	﹤0.01%	1089
2023 Q4	$223K	Buy	+158	New	+$224K	0.06%	302

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

Smartleaf Asset Management's MKL Position: Q2 2026 in Review

Smartleaf Asset Management held its Markel Group (MKL) position steady in Q2 2026 at 95 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #857.

Smartleaf Asset Management first reported a position in MKL in Q4 2023 and has held it in 11 quarters since. The position peaked at $318K in Q2 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Smartleaf Asset Management held 95 shares of Markel Group worth $186K as of Q2 2026.
Smartleaf Asset Management left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #857 holding.
Smartleaf Asset Management first reported a position in Markel Group in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Markel Group position peaked at $318K in Q2 2025.
927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.