Commonwealth Equity Services
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Commonwealth Equity Services’s Markel Group MKL Stock Holding History

Commonwealth Equity Services’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 		$3.79M Buy
1,942
+21
+1% +$39.2K ﹤0.01% 1618
2026
Q1 		$3.68M Sell
1,921
-1,782
-48% -$3.62M 0.01% 1555
2025
Q4 		$7.96M Sell
3,703
-795
-18% -$1.61M 0.01% 1020
2025
Q3 		$8.6M Buy
4,498
+381
+9% +$747K 0.01% 1001
2025
Q2 		$8.22M Buy
4,117
+54
+1% +$101K 0.01% 1032
2025
Q1 		$7.6M Buy
4,063
+69
+2% +$127K 0.01% 1028
2024
Q4 		$6.89M Sell
3,994
-42
-1% -$69.7K 0.01% 1039
2024
Q3 		$6.33M Sell
4,036
-233
-5% -$365K 0.01% 1075
2024
Q2 		$6.73M Buy
4,269
+40
+0.9% +$62.1K 0.01% 1020
2024
Q1 		$6.43M Sell
4,229
-298
-7% -$437K 0.01% 1016
2023
Q4 		$6.43M Sell
4,527
-45
-1% -$63.8K 0.01% 959
2023
Q3 		$6.73M Sell
4,572
-18
-0.4% -$26.3K 0.01% 865
2023
Q2 		$6.35M Buy
4,590
+53
+1% +$71.1K 0.01% 909
2023
Q1 		$5.79K Buy
4,537
+450
+11% +$598K 0.01% 943
2022
Q4 		$5.38M Sell
4,087
-11
-0.3% -$13.6K 0.01% 930
2022
Q3 		$4.44M Buy
4,098
+187
+5% +$228K 0.01% 948
2022
Q2 		$5.06M Buy
3,911
+4
+0.1% +$5.49K 0.01% 894
2022
Q1 		$5.76M Sell
3,907
-59
-1% -$76.2K 0.01% 877
2021
Q4 		$4.89M Sell
3,966
-121
-3% -$153K 0.01% 936
2021
Q3 		$4.88M Buy
4,087
+36
+0.9% +$44.4K 0.01% 888
2021
Q2 		$4.81M Sell
4,051
-273
-6% -$327K 0.01% 876
2021
Q1 		$4.93M Sell
4,324
-177
-4% -$191K 0.01% 787
2020
Q4 		$4.65M Sell
4,501
-257
-5% -$256K 0.01% 753
2020
Q3 		$4.63M Sell
4,758
-60
-1% -$60.9K 0.02% 678
2020
Q2 		$4.45M Buy
4,818
+70
+1% +$63.6K 0.02% 646
2020
Q1 		$4.41M Buy
4,748
+96
+2% +$110K 0.02% 591
2019
Q4 		$5.32M Buy
4,652
+174
+4% +$198K 0.02% 608
2019
Q3 		$5.29M Buy
4,478
+174
+4% +$198K 0.02% 569
2019
Q2 		$4.69M Buy
4,304
+200
+5% +$210K 0.02% 603
2019
Q1 		$4.09M Buy
4,104
+319
+8% +$324K 0.02% 630
2018
Q4 		$3.93M Buy
3,785
+216
+6% +$236K 0.02% 579
2018
Q3 		$4.24M Buy
3,569
+63
+2% +$74.1K 0.02% 596
2018
Q2 		$3.8M Buy
3,506
+216
+7% +$244K 0.02% 609
2018
Q1 		$3.85M Sell
3,290
-13
-0.4% -$14.6K 0.02% 571
2017
Q4 		$3.76M Buy
3,303
+205
+7% +$224K 0.02% 567
2017
Q3 		$3.31M Buy
3,098
+206
+7% +$213K 0.02% 581
2017
Q2 		$2.82M Buy
2,892
+83
+3% +$80.6K 0.02% 624
2017
Q1 		$2.74M Buy
2,809
+286
+11% +$270K 0.02% 613
2016
Q4 		$2.28M Buy
2,523
+166
+7% +$148K 0.02% 657
2016
Q3 		$2.19M Buy
2,357
+17
+0.7% +$15.9K 0.02% 647
2016
Q2 		$2.23M Sell
2,340
-51
-2% -$47.5K 0.02% 605
2016
Q1 		$2.13M Buy
2,391
+48
+2% +$41.3K 0.02% 609
2015
Q4 		$2.07M Buy
2,343
+74
+3% +$64.4K 0.02% 611
2015
Q3 		$1.82M Sell
2,269
-9
-0.4% -$7.61K 0.02% 634
2015
Q2 		$1.82M Buy
2,278
+14
+0.6% +$10.9K 0.02% 656
2015
Q1 		$1.74M Buy
2,264
+176
+8% +$127K 0.02% 665
2014
Q4 		$1.43M Buy
2,088
+127
+6% +$86.1K 0.02% 722
2014
Q3 		$1.25M Buy
1,961
+191
+11% +$123K 0.02% 754
2014
Q2 		$1.16M Buy
1,770
+237
+15% +$149K 0.01% 787
2014
Q1 		$914K Buy
1,533
+60
+4% +$34.2K 0.01% 846
2013
Q4 		$855K Buy
1,473
+175
+13% +$95K 0.01% 844
2013
Q3 		$672K Buy
1,298
+109
+9% +$57.3K 0.01% 926
2013
Q2 		$626K Buy
+1,189
New +$623K 0.01% 918

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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
CIA
Citadel Investment Advisory Chesterland, Ohio $220M AUM 14.19% 1-Year Est. Return

Commonwealth Equity Services's MKL Position: Q2 2026 in Review

Commonwealth Equity Services increased its Markel Group (MKL) stake by 1.1% in Q2 2026, buying an estimated $39.2K and bringing the position to 1,942 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Commonwealth Equity Services first reported a position in MKL in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.6M in Q3 2025. 294 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Commonwealth Equity Services held 1,942 shares of Markel Group worth $3.79M as of Q2 2026.
  • Commonwealth Equity Services bought 21 Markel Group shares in Q2 2026, an estimated $39.2K.
  • Markel Group made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1618 holding.
  • Commonwealth Equity Services first reported a position in Markel Group in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's Markel Group position peaked at $8.6M in Q3 2025.
  • 294 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.