World Investment Advisors’s Markel Group MKL Stock Holding History

World Investment 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	$479K	Sell	250 -23	-8%	-$42.9K	0.01%	981
2026 Q1	$522K	Buy	273 +1	+0.4%	+$2.03K	0.01%	969
2025 Q4	$584K	Buy	+272	New	+$551K	0.01%	868
2022 Q2	–	Sell	-150	Closed	-$221K	–	277
2022 Q1	$221K	Buy	+150	New	+$194K	0.05%	241
2021 Q4	–	Sell	-170	Closed	-$203K	–	278
2021 Q3	$203K	Hold	170	–	–	0.05%	240
2021 Q2	$202K	Hold	170	–	–	0.05%	238
2021 Q1	$206K	Buy	+170	New	+$183K	0.05%	214

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

World Investment Advisors's MKL Position: Q2 2026 in Review

World Investment Advisors reduced its Markel Group (MKL) stake by 8.4% in Q2 2026, selling an estimated $42.9K and leaving 250 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #981.

World Investment Advisors first reported a position in MKL in Q1 2021 and has held it in 7 quarters since. The position peaked at $584K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

World Investment Advisors held 250 shares of Markel Group worth $479K as of Q2 2026.
World Investment Advisors sold 23 Markel Group shares in Q2 2026, an estimated $42.9K.
Markel Group made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #981 holding.
World Investment Advisors first reported a position in Markel Group in Q1 2021 and has held it in 7 quarters since.
World Investment Advisors's Markel Group position peaked at $584K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

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