Carolina Wealth Advisors’s Markel Group MKL Stock Holding History

Carolina Wealth 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	$7.81K	Hold	4	–	–	﹤0.01%	206
2026 Q1	$7.66K	Sell	4 -226	-98%	-$459K	﹤0.01%	198
2025 Q4	$494K	Hold	230	–	–	0.22%	53
2025 Q3	$440K	Hold	230	–	–	0.19%	52
2025 Q2	$459K	Hold	230	–	–	0.23%	50
2025 Q1	$430K	Buy	230 +226	+5,650%	+$416K	0.23%	47
2024 Q4	$6.91K	Hold	4	–	–	﹤0.01%	164
2024 Q3	$6.27K	Buy	+4	New	+$6.26K	﹤0.01%	208

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

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

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

Carolina Wealth Advisors's MKL Position: Q2 2026 in Review

Carolina Wealth Advisors held its Markel Group (MKL) position steady in Q2 2026 at 4 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

Carolina Wealth Advisors first reported a position in MKL in Q3 2024 and has held it in 8 quarters since. The position peaked at $494K in Q4 2025. 161 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Carolina Wealth Advisors held 4 shares of Markel Group worth $7.81K as of Q2 2026.
Carolina Wealth Advisors left its Markel Group share count unchanged in Q2 2026.
Markel Group made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #206 holding.
Carolina Wealth Advisors first reported a position in Markel Group in Q3 2024 and has held it in 8 quarters since.
Carolina Wealth Advisors's Markel Group position peaked at $494K in Q4 2025.
161 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.