EI
MKL icon

Ethic Inc’s Markel Group MKL Stock Holding History

Ethic Inc’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 		$2.86M Sell
1,464
-126
-8% -$235K 0.04% 414
2026
Q1 		$3.04M Buy
1,590
+34
+2% +$69K 0.05% 360
2025
Q4 		$3.34M Buy
1,556
+407
+35% +$825K 0.05% 348
2025
Q3 		$2.2M Buy
1,149
+58
+5% +$114K 0.04% 421
2025
Q2 		$2.17M Buy
1,091
+115
+12% +$216K 0.04% 415
2025
Q1 		$1.82M Buy
976
+132
+16% +$243K 0.04% 437
2024
Q4 		$1.46M Buy
844
+108
+15% +$179K 0.03% 498
2024
Q3 		$1.12M Sell
736
-101
-12% -$158K 0.03% 543
2024
Q2 		$1.32M Buy
837
+101
+14% +$157K 0.03% 498
2024
Q1 		$1.12M Buy
736
+56
+8% +$82.1K 0.03% 544
2023
Q4 		$966K Sell
680
-12
-2% -$17K 0.03% 548
2023
Q3 		$1.02M Buy
692
+161
+30% +$236K 0.04% 472
2023
Q2 		$734K Buy
531
+9
+2% +$12.1K 0.03% 542
2023
Q1 		$667K Buy
522
+276
+112% +$367K 0.03% 569
2022
Q4 		$324K Sell
246
-123
-33% -$152K 0.02% 693
2022
Q3 		$400K Buy
369
+9
+3% +$11K 0.03% 554
2022
Q2 		$466K Sell
360
-3
-0.8% -$4.12K 0.03% 492
2022
Q1 		$536K Buy
363
+71
+24% +$91.7K 0.04% 447
2021
Q4 		$360K Buy
292
+33
+13% +$41.6K 0.03% 484
2021
Q3 		$310K Buy
259
+47
+22% +$57.9K 0.03% 468
2021
Q2 		$252K Buy
+212
New +$254K 0.03% 478

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Ethic Inc's MKL Position: Q2 2026 in Review

Ethic Inc reduced its Markel Group (MKL) stake by 7.9% in Q2 2026, selling an estimated $235K and leaving 1,464 shares worth $2.86M. The position accounts for 0.04% of the portfolio, ranked #414.

Ethic Inc first reported a position in MKL in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.34M in Q4 2025. 299 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Ethic Inc held 1,464 shares of Markel Group worth $2.86M as of Q2 2026.
  • Ethic Inc sold 126 Markel Group shares in Q2 2026, an estimated $235K.
  • Markel Group made up 0.04% of Ethic Inc's portfolio in Q2 2026, its #414 holding.
  • Ethic Inc first reported a position in Markel Group in Q2 2021 and has held it in 21 quarters since.
  • Ethic Inc's Markel Group position peaked at $3.34M in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.