Colonial Trust’s Markel Group MKL Stock Holding History

Colonial 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	$84K	Sell	43 -65	-60%	-$121K	0.01%	431
2026 Q1	$207K	Hold	108	–	–	0.03%	291
2025 Q4	$232K	Hold	108	–	–	0.03%	275
2025 Q3	$206K	Hold	108	–	–	0.03%	308
2025 Q2	$216K	Hold	108	–	–	0.03%	286
2025 Q1	$202K	Sell	108 -13	-11%	-$23.9K	0.03%	287
2024 Q4	$209K	Buy	121 +33	+38%	+$54.8K	0.03%	295
2024 Q3	$138K	Buy	88 +80	+1,000%	+$125K	0.02%	390
2024 Q2	$12.6K	Hold	8	–	–	﹤0.01%	746
2024 Q1	$12.2K	Hold	8	–	–	﹤0.01%	737
2023 Q4	$11.4K	Sell	8 -11	-58%	-$15.6K	﹤0.01%	710
2023 Q3	$28K	Buy	19 +7	+58%	+$10.2K	0.01%	568
2023 Q2	$16.6K	Sell	12 -150	-93%	-$201K	﹤0.01%	626
2023 Q1	$207K	Buy	162 +100	+161%	+$133K	0.05%	226
2022 Q4	$81.7K	Buy	+62	New	+$76.7K	0.02%	351

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Colonial Trust's MKL Position: Q2 2026 in Review

Colonial Trust reduced its Markel Group (MKL) stake by 60% in Q2 2026, selling an estimated $121K and leaving 43 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #431.

Colonial Trust first reported a position in MKL in Q4 2022 and has held it in 15 quarters since. The position peaked at $232K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Colonial Trust held 43 shares of Markel Group worth $84K as of Q2 2026.
Colonial Trust sold 65 Markel Group shares in Q2 2026, an estimated $121K.
Markel Group made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #431 holding.
Colonial Trust first reported a position in Markel Group in Q4 2022 and has held it in 15 quarters since.
Colonial Trust's Markel Group position peaked at $232K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.