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Ballentine Partners’s Markel Group MKL Stock Holding History

Ballentine Partners’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 		$236K Buy
121
+3
+3% +$5.6K ﹤0.01% 928
2026
Q1 		$226K Buy
118
+1
+0.9% +$2.03K ﹤0.01% 876
2025
Q4 		$252K Buy
117
+8
+7% +$16.2K ﹤0.01% 811
2025
Q3 		$208K Buy
109
+4
+4% +$7.84K ﹤0.01% 895
2025
Q2 		$210K Buy
+105
New +$197K ﹤0.01% 863

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
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
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ballentine Partners's MKL Position: Q2 2026 in Review

Ballentine Partners increased its Markel Group (MKL) stake by 2.5% in Q2 2026, buying an estimated $5.6K and bringing the position to 121 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Ballentine Partners first reported a position in MKL in Q2 2025 and has held it in 5 quarters since. The position peaked at $252K in Q4 2025. 172 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Ballentine Partners held 121 shares of Markel Group worth $236K as of Q2 2026.
  • Ballentine Partners bought 3 Markel Group shares in Q2 2026, an estimated $5.6K.
  • Markel Group made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #928 holding.
  • Ballentine Partners first reported a position in Markel Group in Q2 2025 and has held it in 5 quarters since.
  • Ballentine Partners's Markel Group position peaked at $252K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.