Chicago Trust’s Markel Group MKL Stock Holding History

Chicago Trust’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	–	Sell	-113	Closed	-$216K	–	394
2026 Q1	$216K	Buy	113 +6	+6%	+$12.2K	0.03%	355
2025 Q4	$230K	Buy	+107	New	+$217K	0.04%	358

Other funds holding MKL

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

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

Chicago Trust's MKL Position: Q2 2026 in Review

Chicago Trust sold out of Markel Group (MKL) in Q2 2026, closing a stake of 113 shares — an estimated $216K sold.

Chicago Trust first reported a position in MKL in Q4 2025 and held it in 2 quarters. The position peaked at $230K in Q4 2025. 154 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Chicago Trust reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Chicago Trust sold 113 Markel Group shares in Q2 2026, an estimated $216K.
Chicago Trust first reported a position in Markel Group in Q4 2025 and held it in 2 quarters.
Chicago Trust's Markel Group position peaked at $230K in Q4 2025.
154 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.