Colonial Trust Advisors’s Markel Group MKL Stock Holding History

Colonial Trust Advisors’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 Q1	$163K	Hold	85	–	–	0.01%	217
2025 Q4	$183K	Hold	85	–	–	0.01%	206
2025 Q3	$162K	Hold	85	–	–	0.01%	216
2025 Q2	$170K	Sell	85 -4	-4%	-$7.5K	0.01%	213
2025 Q1	$166K	Hold	89	–	–	0.01%	215
2024 Q4	$154K	Hold	89	–	–	0.01%	214
2024 Q3	$140K	Hold	89	–	–	0.01%	229
2024 Q2	$140K	Sell	89 -4	-4%	-$6.21K	0.01%	209
2024 Q1	$141K	Hold	93	–	–	0.01%	208
2023 Q4	$132K	Buy	93 +8	+9%	+$11.3K	0.01%	212
2023 Q3	$125K	Hold	85	–	–	0.01%	218
2023 Q2	$118K	Hold	85	–	–	0.01%	228
2023 Q1	$109K	Hold	85	–	–	0.01%	248
2022 Q4	$112K	Buy	+85	New	+$105K	0.01%	244

Other funds holding MKL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Colonial Trust Advisors's MKL Position: Q1 2026 in Review

Colonial Trust Advisors held its Markel Group (MKL) position steady in Q1 2026 at 85 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #217.

Colonial Trust Advisors first reported a position in MKL in Q4 2022 and has held it in 14 quarters since. The position peaked at $183K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Colonial Trust Advisors held 85 shares of Markel Group worth $163K as of Q1 2026.
Colonial Trust Advisors left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #217 holding.
Colonial Trust Advisors first reported a position in Markel Group in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's Markel Group position peaked at $183K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.