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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Waverly Advisors's MKL Position: Q1 2026 in Review

Waverly Advisors increased its Markel Group (MKL) stake by 168% in Q1 2026, buying an estimated $2.25M and bringing the position to 1,772 shares worth $3.39M. The position accounts for 0.03% of the portfolio, ranked #513.

Waverly Advisors first reported a position in MKL in Q3 2023 and has held it in 11 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Waverly Advisors held 1,772 shares of Markel Group worth $3.39M as of Q1 2026.
  • Waverly Advisors bought 1,111 Markel Group shares in Q1 2026, an estimated $2.25M.
  • Markel Group made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #513 holding.
  • Waverly Advisors first reported a position in Markel Group in Q3 2023 and has held it in 11 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.