Cadent Capital Advisors’s Markel Group MKL Stock Holding History

Cadent Capital 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	$273K	Hold	140	–	–	0.06%	165
2026 Q1	$268K	Sell	140 -47	-25%	-$95.4K	0.07%	159
2025 Q4	$402K	Sell	187 -4	-2%	-$8.1K	0.11%	117
2025 Q3	$365K	Sell	191 -78	-29%	-$153K	0.1%	137
2025 Q2	$537K	Hold	269	–	–	0.18%	95
2025 Q1	$503K	Hold	269	–	–	0.19%	78
2024 Q4	$464K	Hold	269	–	–	0.16%	84
2024 Q3	$422K	Hold	269	–	–	0.14%	91
2024 Q2	$424K	Hold	269	–	–	0.17%	78
2024 Q1	$409K	Sell	269 -44	-14%	-$64.5K	0.16%	72
2023 Q4	$444K	Hold	313	–	–	0.22%	60
2023 Q3	$461K	Hold	313	–	–	0.22%	63
2023 Q2	$433K	Hold	313	–	–	0.27%	63
2023 Q1	$400K	Hold	313	–	–	0.24%	69
2022 Q4	$412K	Buy	313 +50	+19%	+$61.9K	0.25%	65
2022 Q3	$285K	Hold	263	–	–	0.17%	76
2022 Q2	$340K	Hold	263	–	–	0.2%	65
2022 Q1	$388K	Hold	263	–	–	0.18%	80
2021 Q4	$325K	Buy	263 +73	+38%	+$92.1K	0.14%	87
2021 Q3	$227K	Hold	190	–	–	0.1%	114
2021 Q2	$225K	Hold	190	–	–	0.09%	127
2021 Q1	$217K	Sell	190 -10	-5%	-$10.8K	0.1%	120
2020 Q4	$207K	Buy	+200	New	+$199K	0.1%	111

Other funds holding MKL

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

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

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Luma Capital SA Luxembourg $112M AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return