Summit Trail Advisors’s Markel Group MKL Stock Holding History

Summit Trail 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	$1.28M	Sell	653 -40	-6%	-$74.7K	0.02%	877
2026 Q1	$1.33M	Buy	693 +3	+0.4%	+$6.09K	0.02%	793
2025 Q4	$1.48M	Sell	690 -65	-9%	-$132K	0.03%	597
2025 Q3	$1.44M	Sell	755 -84	-10%	-$165K	0.02%	620
2025 Q2	$1.68M	Buy	+839	New	+$1.57M	0.03%	310
2018 Q2	–	Sell	-195	Closed	-$225K	–	589
2018 Q1	$225K	Buy	195 +1	+0.5%	+$1.13K	0.04%	347
2017 Q4	$217K	Buy	+194	New	+$212K	0.03%	401

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

Summit Trail Advisors's MKL Position: Q2 2026 in Review

Summit Trail Advisors reduced its Markel Group (MKL) stake by 5.8% in Q2 2026, selling an estimated $74.7K and leaving 653 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #877.

Summit Trail Advisors first reported a position in MKL in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.68M in Q2 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Summit Trail Advisors held 653 shares of Markel Group worth $1.28M as of Q2 2026.
Summit Trail Advisors sold 40 Markel Group shares in Q2 2026, an estimated $74.7K.
Markel Group made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #877 holding.
Summit Trail Advisors first reported a position in Markel Group in Q4 2017 and has held it in 7 quarters since.
Summit Trail Advisors's Markel Group position peaked at $1.68M in Q2 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.