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Citadel Investment Advisory’s Markel Group MKL Stock Holding History

Citadel 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 		$29.8M Hold
15,242
– – 13.52% 2
2026
Q1 		$29.2M Sell
15,242
-377
-2% -$765K 13.92% 2
2025
Q4 		$33.6M Buy
15,619
+100
+0.6% +$203K 14.51% 2
2025
Q3 		$29.7M Buy
15,519
+82
+0.5% +$161K 13.6% 2
2025
Q2 		$30.8M Sell
15,437
-577
-4% -$1.08M 14.93% 2
2025
Q1 		$29.9M Buy
16,014
+75
+0.5% +$138K 14.69% 2
2024
Q4 		$27.5M Buy
15,939
+30
+0.2% +$49.8K 14.26% 2
2024
Q3 		$25M Buy
15,909
+195
+1% +$305K 13.12% 2
2024
Q2 		$24.8M Sell
15,714
-27
-0.2% -$41.9K 14.08% 2
2024
Q1 		$23.9M Sell
15,741
-125
-0.8% -$183K 13.49% 2
2023
Q4 		$22.5M Buy
15,866
+26
+0.2% +$36.9K 13.79% 2
2023
Q3 		$23.3M Sell
15,840
-6
-0% -$8.78K 15.27% 2
2023
Q2 		$21.9M Sell
15,846
-207
-1% -$278K 14.18% 2
2023
Q1 		$20.5M Hold
16,053
– – 13.96% 2
2022
Q4 		$21.1M Sell
16,053
-106
-0.7% -$131K 14.46% 2
2022
Q3 		$17.5M Buy
16,159
+148
+0.9% +$181K 13.36% 2
2022
Q2 		$20.7M Buy
16,011
+14,369
+875% +$19.7M 14.04% 2
2022
Q1 		$24.2M Sell
1,642
-14,333
-90% -$18.5M 14.08% 2
2021
Q4 		$19.7M Sell
15,975
-35
-0.2% -$44.2K 11.53% 2
2021
Q3 		$19.1M Buy
16,010
+900
+6% +$1.11M 11.86% 2
2021
Q2 		$17.9M Buy
15,110
+837
+6% +$1M 11.09% 2
2021
Q1 		$16.3M Sell
14,273
-45
-0.3% -$48.5K 10.64% 2
2020
Q4 		$14.8M Buy
+14,318
New +$14.3M 10.58% 2

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

Citadel Investment Advisory's MKL Position: Q2 2026 in Review

Citadel Investment Advisory held its Markel Group (MKL) position steady in Q2 2026 at 15,242 shares worth $29.8M. The position accounts for 13.52% of the portfolio, ranked #2.

Citadel Investment Advisory first reported a position in MKL in Q4 2020 and has held it in 23 quarters since. The position peaked at $33.6M in Q4 2025. 195 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Citadel Investment Advisory held 15,242 shares of Markel Group worth $29.8M as of Q2 2026.
  • Citadel Investment Advisory left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 13.52% of Citadel Investment Advisory's portfolio in Q2 2026, its #2 holding.
  • Citadel Investment Advisory first reported a position in Markel Group in Q4 2020 and has held it in 23 quarters since.
  • Citadel Investment Advisory's Markel Group position peaked at $33.6M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.