VAF
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Values Added Financial’s Markel Group MKL Stock Holding History

Values Added Financial’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 		$2.44M Sell
1,247
-52
-4% -$97.1K 0.88% 32
2026
Q1 		$2.49M Sell
1,299
-55
-4% -$112K 1.05% 29
2025
Q4 		$2.91M Sell
1,354
-163
-11% -$330K 1.23% 26
2025
Q3 		$2.9M Buy
1,517
+5
+0.3% +$9.8K 1.29% 23
2025
Q2 		$3.02M Buy
1,512
+1
+0.1% +$1.88K 1.46% 20
2025
Q1 		$2.82M Buy
1,511
+447
+42% +$822K 1.57% 19
2024
Q4 		$1.84M Buy
1,064
+461
+76% +$765K 1.06% 24
2024
Q3 		$946K Buy
+603
New +$944K 0.6% 33

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

Values Added Financial's MKL Position: Q2 2026 in Review

Values Added Financial reduced its Markel Group (MKL) stake by 4% in Q2 2026, selling an estimated $97.1K and leaving 1,247 shares worth $2.44M. The position accounts for 0.88% of the portfolio, ranked #32.

Values Added Financial first reported a position in MKL in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.02M in Q2 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Values Added Financial held 1,247 shares of Markel Group worth $2.44M as of Q2 2026.
  • Values Added Financial sold 52 Markel Group shares in Q2 2026, an estimated $97.1K.
  • Markel Group made up 0.88% of Values Added Financial's portfolio in Q2 2026, its #32 holding.
  • Values Added Financial first reported a position in Markel Group in Q3 2024 and has held it in 8 quarters since.
  • Values Added Financial's Markel Group position peaked at $3.02M in Q2 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.