GA
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GoalVest Advisory’s Markel Group MKL Stock Holding History

GoalVest Advisory’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 		$17.6K Hold
9
– – ﹤0.01% 316
2026
Q1 		$17.2K Sell
9
-11
-55% -$22.3K ﹤0.01% 343
2025
Q4 		$43K Hold
20
– – 0.01% 257
2025
Q3 		$38.2K Buy
+20
New +$39.2K 0.01% 236

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

GoalVest Advisory's MKL Position: Q2 2026 in Review

GoalVest Advisory held its Markel Group (MKL) position steady in Q2 2026 at 9 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

GoalVest Advisory first reported a position in MKL in Q3 2025 and has held it in 4 quarters since. The position peaked at $43K in Q4 2025. 117 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • GoalVest Advisory held 9 shares of Markel Group worth $17.6K as of Q2 2026.
  • GoalVest Advisory left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #316 holding.
  • GoalVest Advisory first reported a position in Markel Group in Q3 2025 and has held it in 4 quarters since.
  • GoalVest Advisory's Markel Group position peaked at $43K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.