Waverly Advisors’s Markel Group MKL Stock Holding History

Waverly 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	$1.67M	Sell	855 -917	-52%	-$1.71M	0.01%	740
2026 Q1	$3.39M	Buy	1,772 +1,111	+168%	+$2.25M	0.03%	513
2025 Q4	$1.42M	Hold	661	–	–	0.01%	659
2025 Q3	$1.26M	Buy	661 +1	+0.2%	+$1.96K	0.01%	588
2025 Q2	$1.32M	Buy	660 +4	+0.6%	+$7.5K	0.01%	564
2025 Q1	$1.23M	Buy	656 +97	+17%	+$178K	0.02%	568
2024 Q4	$965K	Buy	559 +38	+7%	+$63.1K	0.01%	519
2024 Q3	$817K	Hold	521	–	–	0.02%	481
2024 Q2	$821K	Buy	521 +2	+0.4%	+$3.11K	0.02%	469
2024 Q1	$790K	Sell	519 -44	-8%	-$64.5K	0.02%	404
2023 Q4	$799K	Buy	563 +420	+294%	+$596K	0.03%	242
2023 Q3	$211K	Buy	+143	New	+$209K	0.01%	379

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

Waverly Advisors's MKL Position: Q2 2026 in Review

Waverly Advisors reduced its Markel Group (MKL) stake by 52% in Q2 2026, selling an estimated $1.71M and leaving 855 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #740.

Waverly Advisors first reported a position in MKL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.39M in Q1 2026. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Waverly Advisors held 855 shares of Markel Group worth $1.67M as of Q2 2026.
Waverly Advisors sold 917 Markel Group shares in Q2 2026, an estimated $1.71M.
Markel Group made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #740 holding.
Waverly Advisors first reported a position in Markel Group in Q3 2023 and has held it in 12 quarters since.
Waverly Advisors's Markel Group position peaked at $3.39M in Q1 2026.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.