Carnegie Investment Counsel’s Markel Group MKL Stock Holding History

Carnegie Investment Counsel’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	–	Sell	-110	Closed	-$211K	–	576
2026 Q1	$211K	Sell	110 -10	-8%	-$20.3K	﹤0.01%	538
2025 Q4	$258K	Hold	120	–	–	﹤0.01%	503
2025 Q3	$229K	Hold	120	–	–	﹤0.01%	520
2025 Q2	$240K	Hold	120	–	–	﹤0.01%	497
2025 Q1	$206K	Hold	120	–	–	﹤0.01%	480
2024 Q4	$207K	Buy	+120	New	+$199K	0.01%	447
2021 Q2	–	Sell	-184	Closed	-$210K	–	484
2021 Q1	$210K	Buy	+184	New	+$198K	0.01%	438
2019 Q1	–	Sell	-205	Closed	-$213K	–	418
2018 Q4	$213K	Buy	+205	New	+$224K	0.02%	346
2018 Q3	–	Sell	-605	Closed	-$686K	–	370
2018 Q2	$686K	Buy	605 +300	+98%	+$339K	0.05%	242
2018 Q1	$353K	Buy	+305	New	+$343K	0.03%	285

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Carnegie Investment Counsel's MKL Position: Q2 2026 in Review

Carnegie Investment Counsel sold out of Markel Group (MKL) in Q2 2026, closing a stake of 110 shares — an estimated $211K sold.

Carnegie Investment Counsel first reported a position in MKL in Q1 2018 and held it in 10 quarters. The position peaked at $686K in Q2 2018. 485 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Carnegie Investment Counsel reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Carnegie Investment Counsel sold 110 Markel Group shares in Q2 2026, an estimated $211K.
Carnegie Investment Counsel first reported a position in Markel Group in Q1 2018 and held it in 10 quarters.
Carnegie Investment Counsel's Markel Group position peaked at $686K in Q2 2018.
485 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.