Whittier Trust’s Markel Group MKL Stock Holding History

Whittier Trust’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	$61.3K	Hold	31	–	–	﹤0.01%	840
2026 Q1	$59.1K	Sell	31 -11	-26%	-$22.3K	﹤0.01%	813
2025 Q4	$89.6K	Hold	42	–	–	﹤0.01%	749
2025 Q3	$81.5K	Hold	42	–	–	﹤0.01%	746
2025 Q2	$83.9K	Hold	42	–	–	﹤0.01%	838
2025 Q1	$78.5K	Buy	42 +31	+282%	+$57K	﹤0.01%	827
2024 Q4	$19K	Hold	11	–	–	﹤0.01%	1122
2024 Q3	$17.3K	Hold	11	–	–	﹤0.01%	1143
2024 Q2	$17.3K	Hold	11	–	–	﹤0.01%	1121
2024 Q1	$16.7K	Hold	11	–	–	﹤0.01%	1175
2023 Q4	$15.6K	Sell	11 -751	-99%	-$1.07M	﹤0.01%	1150
2023 Q3	$1.12M	Sell	762 -14	-2%	-$20.5K	0.02%	327
2023 Q2	$1.07M	Hold	776	–	–	0.02%	342
2023 Q1	$991K	Hold	776	–	–	0.02%	357
2022 Q4	$1.02M	Hold	776	–	–	0.02%	349
2022 Q3	$841K	Buy	776 +15	+2%	+$18.3K	0.02%	376
2022 Q2	$984K	Hold	761	–	–	0.02%	356
2022 Q1	$1.12M	Hold	761	–	–	0.02%	352
2021 Q4	$939K	Hold	761	–	–	0.02%	394
2021 Q3	$909K	Hold	761	–	–	0.02%	378
2021 Q2	$903K	Sell	761 -5	-0.7%	-$5.99K	0.02%	381
2021 Q1	$873K	Buy	766 +16	+2%	+$17.3K	0.02%	386
2020 Q4	$775K	Hold	750	–	–	0.02%	370
2020 Q3	$730K	Hold	750	–	–	0.02%	369
2020 Q2	$692K	Sell	750 -1	-0.1%	-$909	0.02%	357
2020 Q1	$697K	Hold	751	–	–	0.02%	338
2019 Q4	$859K	Buy	751 +1	+0.1%	+$1.14K	0.02%	326
2019 Q3	$886K	Hold	750	–	–	0.03%	327
2019 Q2	$817K	Hold	750	–	–	0.02%	325
2019 Q1	$747K	Buy	750 +137	+22%	+$139K	0.02%	328
2018 Q4	$636K	Buy	+613	New	+$670K	0.02%	334

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

Whittier Trust's MKL Position: Q2 2026 in Review

Whittier Trust held its Markel Group (MKL) position steady in Q2 2026 at 31 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Whittier Trust first reported a position in MKL in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.12M in Q1 2022. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Whittier Trust held 31 shares of Markel Group worth $61.3K as of Q2 2026.
Whittier Trust left its Markel Group share count unchanged in Q2 2026.
Markel Group made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #840 holding.
Whittier Trust first reported a position in Markel Group in Q4 2018 and has held it in 31 quarters since.
Whittier Trust's Markel Group position peaked at $1.12M in Q1 2022.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.