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Buttonwood Financial Advisors’s Markel Group MKL Stock Holding History

Buttonwood Financial 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 		$7.01M Buy
3,590
+32
+0.9% +$59.8K 2.13% 14
2026
Q1 		$6.81M Buy
3,558
+20
+0.6% +$40.6K 2.28% 13
2025
Q4 		$7.61M Sell
3,538
-2
-0.1% -$4.05K 2.54% 11
2025
Q3 		$6.77M Buy
3,540
+435
+14% +$853K 2.33% 12
2025
Q2 		$6.2M Buy
3,105
+48
+2% +$90K 2.49% 12
2025
Q1 		$5.72M Buy
3,057
+180
+6% +$331K 2.51% 12
2024
Q4 		$4.97M Buy
2,877
+107
+4% +$178K 2.18% 14
2024
Q3 		$4.35M Buy
2,770
+131
+5% +$205K 1.9% 15
2024
Q2 		$4.16M Buy
2,639
+77
+3% +$120K 1.96% 14
2024
Q1 		$3.9M Buy
2,562
+570
+29% +$836K 1.83% 14
2023
Q4 		$2.83M Buy
1,992
+1,398
+235% +$1.98M 1.54% 17
2023
Q3 		$875K Buy
594
+30
+5% +$43.9K 0.55% 47
2023
Q2 		$780K Hold
564
– – 0.49% 51
2023
Q1 		$720K Sell
564
-1
-0.2% -$1.33K 0.56% 45
2022
Q4 		$744K Sell
565
-7
-1% -$8.66K 0.63% 43
2022
Q3 		$660K Sell
572
-2
-0.3% -$2.44K 0.6% 42
2022
Q2 		$742K Sell
574
-4
-0.7% -$5.49K 0.67% 42
2022
Q1 		$853K Hold
578
– – 0.77% 37
2021
Q4 		$713K Buy
+578
New +$729K 0.7% 38

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
CIA
Citadel Investment Advisory Chesterland, Ohio $220M AUM 14.19% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

Buttonwood Financial Advisors's MKL Position: Q2 2026 in Review

Buttonwood Financial Advisors increased its Markel Group (MKL) stake by 0.9% in Q2 2026, buying an estimated $59.8K and bringing the position to 3,590 shares worth $7.01M. The position accounts for 2.13% of the portfolio, ranked #14.

Buttonwood Financial Advisors first reported a position in MKL in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.61M in Q4 2025. 193 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Buttonwood Financial Advisors held 3,590 shares of Markel Group worth $7.01M as of Q2 2026.
  • Buttonwood Financial Advisors bought 32 Markel Group shares in Q2 2026, an estimated $59.8K.
  • Markel Group made up 2.13% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Buttonwood Financial Advisors first reported a position in Markel Group in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's Markel Group position peaked at $7.61M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.