Beese Fulmer Investment Management’s Markel Group MKL Stock Holding History

Beese Fulmer Investment Management’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	$2.68M	Sell	1,371 -72	-5%	-$134K	0.15%	95
2026 Q1	$2.76M	Sell	1,443 -22	-2%	-$44.6K	0.18%	92
2025 Q4	$3.15M	Sell	1,465 -42	-3%	-$85.1K	0.21%	86
2025 Q3	$2.88M	Hold	1,507	–	–	0.2%	92
2025 Q2	$3.01M	Hold	1,507	–	–	0.22%	89
2025 Q1	$2.82M	Hold	1,507	–	–	0.24%	75
2024 Q4	$2.6M	Hold	1,507	–	–	0.22%	74
2024 Q3	$2.36M	Hold	1,507	–	–	0.2%	81
2024 Q2	$2.37M	Sell	1,507 -90	-6%	-$140K	0.22%	81
2024 Q1	$2.43M	Hold	1,597	–	–	0.23%	83
2023 Q4	$2.27M	Hold	1,597	–	–	0.23%	77
2023 Q3	$2.35M	Hold	1,597	–	–	0.27%	74
2023 Q2	$2.21M	Sell	1,597 -8	-0.5%	-$10.7K	0.24%	83
2023 Q1	$2.05M	Sell	1,605 -15	-0.9%	-$19.9K	0.23%	83
2022 Q4	$2.13M	Hold	1,620	–	–	0.26%	82
2022 Q3	$1.76M	Hold	1,620	–	–	0.24%	86
2022 Q2	$2.1M	Hold	1,620	–	–	0.27%	83
2022 Q1	$2.39M	Hold	1,620	–	–	0.26%	87
2021 Q4	$2M	Hold	1,620	–	–	0.21%	94
2021 Q3	$1.94M	Hold	1,620	–	–	0.22%	92
2021 Q2	$1.92M	Hold	1,620	–	–	0.22%	92
2021 Q1	$1.85M	Hold	1,620	–	–	0.22%	95
2020 Q4	$1.67M	Sell	1,620 -50	-3%	-$49.8K	0.21%	95
2020 Q3	$1.63M	Hold	1,670	–	–	0.23%	91
2020 Q2	$1.54M	Sell	1,670 -35	-2%	-$31.8K	0.23%	91
2020 Q1	$1.58M	Hold	1,705	–	–	0.28%	82
2019 Q4	$1.95M	Hold	1,705	–	–	0.27%	90
2019 Q3	$2.02M	Hold	1,705	–	–	0.3%	86
2019 Q2	$1.86M	Hold	1,705	–	–	0.35%	76
2019 Q1	$1.7M	Sell	1,705 -1	-0.1%	-$1.02K	0.34%	76
2018 Q4	$1.77M	Hold	1,706	–	–	0.4%	66
2018 Q3	$2.03M	Hold	1,706	–	–	0.4%	71
2018 Q2	$1.85M	Sell	1,706 -25	-1%	-$28.2K	0.39%	73
2018 Q1	$2.03M	Sell	1,731 -50	-3%	-$56.3K	0.44%	70
2017 Q4	$2.03M	Hold	1,781	–	–	0.43%	68
2017 Q3	$1.9M	Hold	1,781	–	–	0.43%	69
2017 Q2	$1.74M	Hold	1,781	–	–	0.41%	72
2017 Q1	$1.74M	Hold	1,781	–	–	0.42%	70
2016 Q4	$1.61M	Hold	1,781	–	–	0.42%	70
2016 Q3	$1.65M	Hold	1,781	–	–	0.45%	67
2016 Q2	$1.7M	Sell	1,781 -36	-2%	-$33.5K	0.48%	66
2016 Q1	$1.61M	Hold	1,817	–	–	0.47%	66
2015 Q4	$1.6M	Hold	1,817	–	–	0.49%	63
2015 Q3	$1.46M	Hold	1,817	–	–	0.48%	65
2015 Q2	$1.46M	Hold	1,817	–	–	0.47%	59
2015 Q1	$1.4M	Sell	1,817 -100	-5%	-$72.3K	0.47%	59
2014 Q4	$1.31M	Hold	1,917	–	–	0.41%	66
2014 Q3	$1.22M	Sell	1,917 -50	-3%	-$32.3K	0.4%	67
2014 Q2	$1.29M	Buy	1,967 +35	+2%	+$22.1K	0.42%	66
2014 Q1	$1.15M	Hold	1,932	–	–	0.4%	67
2013 Q4	$1.12M	Sell	1,932 -10	-0.5%	-$5.43K	0.4%	67
2013 Q3	$1.01M	Hold	1,942	–	–	0.4%	68
2013 Q2	$1.02M	Buy	+1,942	New	+$1.02M	0.44%	64

Other funds holding MKL

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Beese Fulmer Investment Management's MKL Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Markel Group (MKL) stake by 5% in Q2 2026, selling an estimated $134K and leaving 1,371 shares worth $2.68M. The position accounts for 0.15% of the portfolio, ranked #95.

Beese Fulmer Investment Management first reported a position in MKL in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.15M in Q4 2025. 299 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Beese Fulmer Investment Management held 1,371 shares of Markel Group worth $2.68M as of Q2 2026.
Beese Fulmer Investment Management sold 72 Markel Group shares in Q2 2026, an estimated $134K.
Markel Group made up 0.15% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #95 holding.
Beese Fulmer Investment Management first reported a position in Markel Group in Q2 2013 and has held it in 53 quarters since.
Beese Fulmer Investment Management's Markel Group position peaked at $3.15M in Q4 2025.
299 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.