Farmers & Merchants Investments Inc’s Markel Group MKL Stock Holding History

Farmers & Merchants Investments 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	$244K	Hold	125	–	–	0.01%	302
2026 Q1	$239K	Hold	125	–	–	0.01%	291
2025 Q4	$269K	Hold	125	–	–	0.01%	281
2025 Q3	$239K	Hold	125	–	–	0.01%	291
2025 Q2	$250K	Hold	125	–	–	0.01%	287
2025 Q1	$234K	Hold	125	–	–	0.01%	294
2024 Q4	$216K	Hold	125	–	–	0.01%	304
2024 Q3	$196K	Hold	125	–	–	0.01%	315
2024 Q2	$197K	Buy	+125	New	+$194K	0.01%	300
2022 Q1	–	Sell	-5	Closed	-$6K	–	1002
2021 Q4	$6K	Buy	+5	New	+$6.31K	﹤0.01%	871
2016 Q1	–	Sell	-11	Closed	-$10K	–	753
2015 Q4	$10K	Hold	11	–	–	﹤0.01%	478
2015 Q3	$9K	Hold	11	–	–	﹤0.01%	500
2015 Q2	$9K	Hold	11	–	–	﹤0.01%	528
2015 Q1	$8K	Hold	11	–	–	﹤0.01%	557
2014 Q4	$8K	Sell	11 -1	-8%	-$678	﹤0.01%	534
2014 Q3	$8K	Hold	12	–	–	﹤0.01%	552
2014 Q2	$8K	Hold	12	–	–	﹤0.01%	541
2014 Q1	$7K	Hold	12	–	–	﹤0.01%	549
2013 Q4	$7K	Hold	12	–	–	﹤0.01%	559
2013 Q3	$6K	Buy	+12	New	+$6.3K	﹤0.01%	539

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 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

Farmers & Merchants Investments Inc's MKL Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Markel Group (MKL) position steady in Q2 2026 at 125 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #302.

Farmers & Merchants Investments Inc first reported a position in MKL in Q3 2013 and has held it in 20 quarters since. The position peaked at $269K in Q4 2025. 521 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Farmers & Merchants Investments Inc held 125 shares of Markel Group worth $244K as of Q2 2026.
Farmers & Merchants Investments Inc left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #302 holding.
Farmers & Merchants Investments Inc first reported a position in Markel Group in Q3 2013 and has held it in 20 quarters since.
Farmers & Merchants Investments Inc's Markel Group position peaked at $269K in Q4 2025.
521 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.