Chevy Chase Trust’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.2M | Buy |
612
+12
| +2% | +$22.4K | ﹤0.01% | 574 |
|
|
2026
Q1 | $1.15M | Sell |
600
-23
| -4% | -$46.7K | ﹤0.01% | 571 |
|
|
2025
Q4 | $1.34M | Buy |
623
+16
| +3% | +$32.4K | ﹤0.01% | 571 |
|
|
2025
Q3 | $1.16M | Buy |
607
+107
| +21% | +$210K | ﹤0.01% | 568 |
|
|
2025
Q2 | $999K | Hold |
500
| – | – | ﹤0.01% | 572 |
|
|
2025
Q1 | $935K | Sell |
500
-15
| -3% | -$27.6K | ﹤0.01% | 575 |
|
|
2024
Q4 | $889K | Hold |
515
| – | – | ﹤0.01% | 577 |
|
|
2024
Q3 | $808K | Buy |
515
+74
| +17% | +$116K | ﹤0.01% | 572 |
|
|
2024
Q2 | $695K | Hold |
441
| – | – | ﹤0.01% | 569 |
|
|
2024
Q1 | $671K | Buy |
441
+1
| +0.2% | +$1.47K | ﹤0.01% | 569 |
|
|
2023
Q4 | $625K | Hold |
440
| – | – | ﹤0.01% | 578 |
|
|
2023
Q3 | $648K | Hold |
440
| – | – | ﹤0.01% | 566 |
|
|
2023
Q2 | $609K | Sell |
440
-8
| -2% | -$10.7K | ﹤0.01% | 572 |
|
|
2023
Q1 | $572K | Sell |
448
-75
| -14% | -$99.6K | ﹤0.01% | 578 |
|
|
2022
Q4 | $689K | Hold |
523
| – | – | ﹤0.01% | 592 |
|
|
2022
Q3 | $567K | Sell |
523
-26
| -5% | -$31.7K | ﹤0.01% | 582 |
|
|
2022
Q2 | $710K | Hold |
549
| – | – | ﹤0.01% | 572 |
|
|
2022
Q1 | $810K | Sell |
549
-1
| -0.2% | -$1.29K | ﹤0.01% | 576 |
|
|
2021
Q4 | $679K | Sell |
550
-438
| -44% | -$553K | ﹤0.01% | 597 |
|
|
2021
Q3 | $1.18M | Buy |
988
+465
| +89% | +$573K | ﹤0.01% | 571 |
|
|
2021
Q2 | $621K | Hold |
523
| – | – | ﹤0.01% | 595 |
|
|
2021
Q1 | $596K | Hold |
523
| – | – | ﹤0.01% | 591 |
|
|
2020
Q4 | $540K | Hold |
523
| – | – | ﹤0.01% | 594 |
|
|
2020
Q3 | $509K | Hold |
523
| – | – | ﹤0.01% | 591 |
|
|
2020
Q2 | $483K | Sell |
523
-2
| -0.4% | -$1.82K | ﹤0.01% | 589 |
|
|
2020
Q1 | $487K | Sell |
525
-37
| -7% | -$42.3K | ﹤0.01% | 577 |
|
|
2019
Q4 | $643K | Sell |
562
-4
| -0.7% | -$4.56K | ﹤0.01% | 596 |
|
|
2019
Q3 | $669K | Buy |
566
+4
| +0.7% | +$4.54K | ﹤0.01% | 581 |
|
|
2019
Q2 | $612K | Buy |
562
+37
| +7% | +$38.8K | ﹤0.01% | 589 |
|
|
2019
Q1 | $563K | Hold |
525
| – | – | ﹤0.01% | 593 |
|
|
2018
Q4 | $545K | Hold |
525
| – | – | ﹤0.01% | 604 |
|
|
2018
Q3 | $624K | Hold |
525
| – | – | ﹤0.01% | 581 |
|
|
2018
Q2 | $569K | Hold |
525
| – | – | ﹤0.01% | 586 |
|
|
2018
Q1 | $614K | Sell |
525
-100
| -16% | -$113K | ﹤0.01% | 582 |
|
|
2017
Q4 | $688K | Buy |
+625
| New | +$683K | ﹤0.01% | 584 |
|
Other funds holding MKL
DSA
VLKIM
Chevy Chase Trust's MKL Position: Q2 2026 in Review
Chevy Chase Trust increased its Markel Group (MKL) stake by 2% in Q2 2026, buying an estimated $22.4K and bringing the position to 612 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #574.
Chevy Chase Trust first reported a position in MKL in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.34M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.
- Chevy Chase Trust held 612 shares of Markel Group worth $1.2M as of Q2 2026.
- Chevy Chase Trust bought 12 Markel Group shares in Q2 2026, an estimated $22.4K.
- Markel Group made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #574 holding.
- Chevy Chase Trust first reported a position in Markel Group in Q4 2017 and has held it in 35 quarters since.
- Chevy Chase Trust's Markel Group position peaked at $1.34M in Q4 2025.
- 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.
Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.