CCA
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Checchi Capital Advisers’s Markel Group MKL Stock Holding History

Checchi Capital Advisers’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 		$216K Sell
111
-12
-10% -$22.4K 0.01% 567
2026
Q1 		$234K Sell
123
-1
-0.8% -$2.03K 0.01% 541
2025
Q4 		$265K Hold
124
– – 0.01% 463
2025
Q3 		$236K Buy
124
+2
+2% +$3.92K 0.01% 498
2025
Q2 		$243K Sell
122
-6
-5% -$11.3K 0.01% 511
2025
Q1 		$239K Buy
128
+7
+6% +$12.9K 0.01% 515
2024
Q4 		$209K Buy
+121
New +$201K 0.01% 541
2024
Q3 		– Sell
-131
Closed -$206K – 593
2024
Q2 		$206K Sell
131
-4
-3% -$6.21K 0.01% 535
2024
Q1 		$205K Sell
135
-8
-6% -$11.7K 0.02% 549
2023
Q4 		$203K Sell
143
-1
-0.7% -$1.42K 0.02% 528
2023
Q3 		$212K Sell
144
-2
-1% -$2.93K 0.02% 493
2023
Q2 		$202K Buy
+146
New +$196K 0.02% 544
2023
Q1 		– Sell
-156
Closed -$206K – 579
2022
Q4 		$206K Buy
+156
New +$193K 0.02% 510
2022
Q3 		– Sell
-160
Closed -$208K – 575
2022
Q2 		$208K Hold
160
– – 0.02% 542
2022
Q1 		$236K Sell
160
-3
-2% -$3.88K 0.02% 474
2021
Q4 		$201K Buy
+163
New +$206K 0.02% 509
2020
Q1 		– Sell
-185
Closed -$211K – 437
2019
Q4 		$211K Sell
185
-1
-0.5% -$1.14K 0.03% 403
2019
Q3 		$220K Buy
+186
New +$211K 0.03% 375
2019
Q1 		– Sell
-197
Closed -$204K – 428
2018
Q4 		$204K Sell
197
-48
-20% -$52.5K 0.03% 338
2018
Q3 		$291K Buy
245
+4
+2% +$4.71K 0.03% 324
2018
Q2 		$261K Buy
241
+10
+4% +$11.3K 0.03% 329
2018
Q1 		$270K Sell
231
-5
-2% -$5.63K 0.04% 319
2017
Q4 		$269K Buy
+236
New +$258K 0.04% 322
2016
Q3 		– Sell
-182
Closed -$173K – 891
2016
Q2 		$173K Buy
182
+14
+8% +$13K 0.02% 383
2016
Q1 		$150K Buy
+168
New +$144K 0.03% 430

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Checchi Capital Advisers's MKL Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Markel Group (MKL) stake by 9.8% in Q2 2026, selling an estimated $22.4K and leaving 111 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #567.

Checchi Capital Advisers first reported a position in MKL in Q1 2016 and has held it in 25 quarters since. The position peaked at $291K in Q3 2018. 485 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Checchi Capital Advisers held 111 shares of Markel Group worth $216K as of Q2 2026.
  • Checchi Capital Advisers sold 12 Markel Group shares in Q2 2026, an estimated $22.4K.
  • Markel Group made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #567 holding.
  • Checchi Capital Advisers first reported a position in Markel Group in Q1 2016 and has held it in 25 quarters since.
  • Checchi Capital Advisers's Markel Group position peaked at $291K in Q3 2018.
  • 485 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.