Traphagen Investment Advisors’s Markel Group MKL Stock Holding History

Traphagen 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	$355K	Hold	182	–	–	0.03%	151
2026 Q1	$348K	Hold	182	–	–	0.03%	146
2025 Q4	$391K	Hold	182	–	–	0.03%	138
2025 Q3	$348K	Hold	182	–	–	0.03%	144
2025 Q2	$364K	Hold	182	–	–	0.03%	135
2025 Q1	$340K	Sell	182 -6	-3%	-$11K	0.04%	132
2024 Q4	$325K	Hold	188	–	–	0.03%	131
2024 Q3	$295K	Hold	188	–	–	0.03%	134
2024 Q2	$296K	Hold	188	–	–	0.03%	127
2024 Q1	$286K	Hold	188	–	–	0.03%	137
2023 Q4	$267K	Sell	188 -27	-13%	-$38.3K	0.03%	137
2023 Q3	$317K	Sell	215 -1	-0.5%	-$1.46K	0.04%	114
2023 Q2	$299K	Hold	216	–	–	0.04%	121
2023 Q1	$276K	Buy	+216	New	+$287K	0.04%	131

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 $3.38T AUM 44.17% 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

Traphagen Investment Advisors's MKL Position: Q2 2026 in Review

Traphagen Investment Advisors held its Markel Group (MKL) position steady in Q2 2026 at 182 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #151.

Traphagen Investment Advisors first reported a position in MKL in Q1 2023 and has held it in 14 quarters since. The position peaked at $391K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Traphagen Investment Advisors held 182 shares of Markel Group worth $355K as of Q2 2026.
Traphagen Investment Advisors left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.03% of Traphagen Investment Advisors's portfolio in Q2 2026, its #151 holding.
Traphagen Investment Advisors first reported a position in Markel Group in Q1 2023 and has held it in 14 quarters since.
Traphagen Investment Advisors's Markel Group position peaked at $391K in Q4 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.