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Allen Mooney & Barnes Investment Advisors’s Markel Group MKL Stock Holding History

Allen Mooney & Barnes 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 		$551K Sell
282
-15
-5% -$28K 0.08% 92
2026
Q1 		$568K Hold
297
– – 0.08% 99
2025
Q4 		$638K Buy
297
+50
+20% +$101K 0.1% 87
2025
Q3 		$472K Hold
247
– – 0.07% 108
2025
Q2 		$493K Buy
247
+25
+11% +$46.9K 0.08% 106
2025
Q1 		$415K Hold
222
– – 0.07% 108
2024
Q4 		$383K Sell
222
-50
-18% -$83K 0.06% 114
2024
Q3 		$427K Buy
+272
New +$426K 0.07% 109
2024
Q2 		– Sell
-404
Closed -$583K – 156
2024
Q1 		$583K Sell
404
-1,172
-74% -$1.72M 0.11% 91
2023
Q4 		$2.24M Buy
1,576
+560
+55% +$794K 0.43% 52
2023
Q3 		$1.5M Buy
+1,016
New +$1.49M 0.32% 57

Other funds holding MKL

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's MKL Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Markel Group (MKL) stake by 5.1% in Q2 2026, selling an estimated $28K and leaving 282 shares worth $551K. The position accounts for 0.08% of the portfolio, ranked #92.

Allen Mooney & Barnes Investment Advisors first reported a position in MKL in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q4 2023. 338 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 282 shares of Markel Group worth $551K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 15 Markel Group shares in Q2 2026, an estimated $28K.
  • Markel Group made up 0.08% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #92 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Markel Group in Q3 2023 and has held it in 11 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Markel Group position peaked at $2.24M in Q4 2023.
  • 338 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.