Dynamic Advisor Solutions’s Markel Group MKL Stock Holding History

Dynamic Advisor Solutions’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	$205K	Sell	105 -4	-4%	-$7.47K	0.01%	1000
2026 Q1	$209K	Buy	109 +1	+0.9%	+$2.03K	0.01%	908
2025 Q4	$232K	Sell	108 -2	-2%	-$4.05K	0.01%	860
2025 Q3	$210K	Sell	110 -7	-6%	-$13.7K	0.01%	888
2025 Q2	$234K	Buy	117 +1	+0.9%	+$1.88K	0.01%	817
2025 Q1	$217K	Buy	+116	New	+$213K	0.01%	791
2023 Q4	–	Sell	-161	Closed	-$237K	–	925
2023 Q3	$237K	Buy	161 +4	+3%	+$5.86K	0.01%	731
2023 Q2	$217K	Buy	+157	New	+$211K	0.01%	722

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

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

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Dynamic Advisor Solutions's MKL Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Markel Group (MKL) stake by 3.7% in Q2 2026, selling an estimated $7.47K and leaving 105 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #1000.

Dynamic Advisor Solutions first reported a position in MKL in Q2 2023 and has held it in 8 quarters since. The position peaked at $237K in Q3 2023. 141 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Dynamic Advisor Solutions held 105 shares of Markel Group worth $205K as of Q2 2026.
Dynamic Advisor Solutions sold 4 Markel Group shares in Q2 2026, an estimated $7.47K.
Markel Group made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #1000 holding.
Dynamic Advisor Solutions first reported a position in Markel Group in Q2 2023 and has held it in 8 quarters since.
Dynamic Advisor Solutions's Markel Group position peaked at $237K in Q3 2023.
141 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.