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AM Investment Strategies’s Markel Group MKL Stock Holding History

AM Investment Strategies’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 		$603K Buy
+309
New +$577K 0.12% 66
2025
Q1 		– Sell
-140
Closed -$242K – 112
2024
Q4 		$242K Sell
140
-35
-20% -$58.1K 0.06% 89
2024
Q3 		$275K Hold
175
– – 0.07% 81
2024
Q2 		$276K Hold
175
– – 0.07% 89
2024
Q1 		$266K Buy
+175
New +$257K 0.07% 93

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
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $220M AUM 14.19% 1-Year Est. Return

AM Investment Strategies's MKL Position: Q2 2026 in Review

AM Investment Strategies opened a new position in Markel Group (MKL) in Q2 2026: 309 shares worth $603K. The stake represents 0.12% of the portfolio and ranks #66 among its holdings. This is a return to the name: AM Investment Strategies previously reported a position in MKL as recently as Q4 2024.

AM Investment Strategies first reported a position in MKL in Q1 2024 and has held it in 5 quarters since. 294 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • AM Investment Strategies held 309 shares of Markel Group worth $603K as of Q2 2026.
  • Markel Group was a new AM Investment Strategies position in Q2 2026.
  • Markel Group made up 0.12% of AM Investment Strategies's portfolio in Q2 2026, its #66 holding.
  • AM Investment Strategies first reported a position in Markel Group in Q1 2024 and has held it in 5 quarters since.
  • 294 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.