Davidson Kahn Capital Management’s Markel Group MKL Stock Holding History

Davidson Kahn Capital Management’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	$3.39M	Sell	1,735 -13	-0.7%	-$24.3K	1.46%	19
2026 Q1	$3.35M	Buy	1,748 +72	+4%	+$146K	1.78%	19
2025 Q4	$3.6M	Buy	1,676 +28	+2%	+$56.7K	1.87%	14
2025 Q3	$3.15M	Sell	1,648 -4	-0.2%	-$7.84K	1.75%	17
2025 Q2	$3.3M	Sell	1,652 -13	-0.8%	-$24.4K	2.12%	13
2025 Q1	$3.11M	Sell	1,665 -258	-13%	-$475K	2.4%	13
2024 Q4	$3.32M	Buy	+1,923	New	+$3.19M	3.06%	9

Other funds holding MKL

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

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

Davidson Kahn Capital Management's MKL Position: Q2 2026 in Review

Davidson Kahn Capital Management reduced its Markel Group (MKL) stake by 0.74% in Q2 2026, selling an estimated $24.3K and leaving 1,735 shares worth $3.39M. The position accounts for 1.46% of the portfolio, ranked #19.

Davidson Kahn Capital Management first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.6M in Q4 2025. 217 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Davidson Kahn Capital Management held 1,735 shares of Markel Group worth $3.39M as of Q2 2026.
Davidson Kahn Capital Management sold 13 Markel Group shares in Q2 2026, an estimated $24.3K.
Markel Group made up 1.46% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #19 holding.
Davidson Kahn Capital Management first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
Davidson Kahn Capital Management's Markel Group position peaked at $3.6M in Q4 2025.
217 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.