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Cathy Pareto & Associates’s Markel Group MKL Stock Holding History

Cathy Pareto & Associates’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 		$271K Sell
139
-3
-2% -$5.6K 0.16% 84
2026
Q1 		$272K Buy
142
+13
+10% +$26.4K 0.18% 82
2025
Q4 		$277K Sell
129
-2
-2% -$4.05K 0.19% 79
2025
Q3 		$250K Hold
131
– – 0.19% 82
2025
Q2 		$262K Buy
131
+10
+8% +$18.8K 0.22% 75
2025
Q1 		$226K Sell
121
-15
-11% -$27.6K 0.2% 76
2024
Q4 		$235K Buy
+136
New +$226K 0.22% 73

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
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cathy Pareto & Associates's MKL Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its Markel Group (MKL) stake by 2.1% in Q2 2026, selling an estimated $5.6K and leaving 139 shares worth $271K. The position accounts for 0.16% of the portfolio, ranked #84.

Cathy Pareto & Associates first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $277K in Q4 2025. 176 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Cathy Pareto & Associates held 139 shares of Markel Group worth $271K as of Q2 2026.
  • Cathy Pareto & Associates sold 3 Markel Group shares in Q2 2026, an estimated $5.6K.
  • Markel Group made up 0.16% of Cathy Pareto & Associates's portfolio in Q2 2026, its #84 holding.
  • Cathy Pareto & Associates first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
  • Cathy Pareto & Associates's Markel Group position peaked at $277K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.