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Cary Street Partners Investment Advisory’s Markel Group MKL Stock Holding History

Cary Street Partners Investment Advisory’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 		$193K Sell
99
-8
-7% -$14.9K 0.04% 381
2026
Q1 		$205K Buy
107
+12
+13% +$24.4K 0.05% 345
2025
Q4 		$204K Buy
95
+66
+228% +$134K 0.06% 326
2025
Q3 		$55.4K Buy
29
+7
+32% +$13.7K 0.02% 428
2025
Q2 		$43.9K Buy
22
+5
+29% +$9.38K 0.02% 411
2025
Q1 		$31.8K Buy
17
+11
+183% +$20.2K 0.02% 409
2024
Q4 		$10.4K Sell
6
-391
-98% -$649K 0.01% 440
2024
Q3 		$623K Sell
397
-1
-0.3% -$1.56K 0.02% 454
2024
Q2 		$627K Sell
398
-7
-2% -$10.9K 0.03% 422
2024
Q1 		$616K Sell
405
-6
-1% -$8.8K 0.03% 410
2023
Q4 		$584K Sell
411
-15
-4% -$21.3K 0.03% 397
2023
Q3 		$627K Hold
426
– – 0.03% 365
2023
Q2 		$589K Hold
426
– – 0.04% 330
2023
Q1 		$544K Hold
426
– – 0.04% 322
2022
Q4 		$561K Sell
426
-29
-6% -$35.9K 0.04% 318
2022
Q3 		$493K Hold
455
– – 0.04% 315
2022
Q2 		$588K Buy
455
+21
+5% +$28.8K 0.05% 283
2022
Q1 		$640K Hold
434
– – 0.18% 132
2021
Q4 		$536K Hold
434
– – 0.15% 146
2021
Q3 		$519K Buy
434
+1
+0.2% +$1.23K 0.17% 131
2021
Q2 		$514K Buy
433
+4
+0.9% +$4.79K 0.17% 129
2021
Q1 		$489K Sell
429
-545
-56% -$588K 0.2% 117
2020
Q4 		$1.01M Buy
974
+574
+144% +$572K 0.19% 122
2020
Q3 		$389K Hold
400
– – 0.08% 196
2020
Q2 		$369K Hold
400
– – 0.52% 56
2020
Q1 		$371K Hold
400
– – 0.87% 34
2019
Q4 		$457K Buy
+400
New +$456K 0.5% 53
2018
Q4 		$415K Buy
+400
New +$437K 0.4% 46

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Cary Street Partners Investment Advisory's MKL Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Markel Group (MKL) stake by 7.5% in Q2 2026, selling an estimated $14.9K and leaving 99 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #381.

Cary Street Partners Investment Advisory first reported a position in MKL in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.01M in Q4 2020. 720 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Cary Street Partners Investment Advisory held 99 shares of Markel Group worth $193K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 8 Markel Group shares in Q2 2026, an estimated $14.9K.
  • Markel Group made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #381 holding.
  • Cary Street Partners Investment Advisory first reported a position in Markel Group in Q4 2018 and has held it in 28 quarters since.
  • Cary Street Partners Investment Advisory's Markel Group position peaked at $1.01M in Q4 2020.
  • 720 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.