Virginia Wealth Management Group’s Markel Group MKL Stock Holding History

Virginia Wealth Management Group’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	$4.38M	Buy	2,243 +485	+28%	+$906K	2.18%	26
2026 Q1	$3.36M	Buy	1,758 +148	+9%	+$300K	1.8%	35
2025 Q4	$3.46M	Buy	1,610 +31	+2%	+$62.8K	2.02%	28
2025 Q3	$3.02M	Hold	1,579	–	–	1.74%	35
2025 Q2	$3.15M	Hold	1,579	–	–	1.92%	31
2025 Q1	$2.95M	Buy	1,579 +206	+15%	+$379K	1.82%	33
2024 Q4	$2.37M	Buy	1,373 +1	+0.1%	+$1.66K	1.47%	36
2024 Q3	$2.15M	Buy	1,372 +200	+17%	+$313K	1.35%	37
2024 Q2	$1.85M	Hold	1,172	–	–	1.52%	32
2024 Q1	$1.78M	Buy	1,172 +260	+29%	+$381K	1.46%	35
2023 Q4	$1.29M	Buy	912 +117	+15%	+$166K	1.13%	38
2023 Q3	$1.17M	Buy	795 +150	+23%	+$220K	0.79%	44
2023 Q2	$892K	Buy	645 +470	+269%	+$630K	0.61%	46
2023 Q1	$224K	Buy	175 +5	+3%	+$6.64K	0.15%	69
2022 Q4	$224K	Buy	+170	New	+$210K	0.16%	72

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

Virginia Wealth Management Group's MKL Position: Q2 2026 in Review

Virginia Wealth Management Group increased its Markel Group (MKL) stake by 28% in Q2 2026, buying an estimated $906K and bringing the position to 2,243 shares worth $4.38M. The position accounts for 2.18% of the portfolio, ranked #26.

Virginia Wealth Management Group first reported a position in MKL in Q4 2022 and has held it in 15 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Virginia Wealth Management Group held 2,243 shares of Markel Group worth $4.38M as of Q2 2026.
Virginia Wealth Management Group bought 485 Markel Group shares in Q2 2026, an estimated $906K.
Markel Group made up 2.18% of Virginia Wealth Management Group's portfolio in Q2 2026, its #26 holding.
Virginia Wealth Management Group first reported a position in Markel Group in Q4 2022 and has held it in 15 quarters since.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.