Grandfield & Dodd
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Grandfield & Dodd’s Markel Group MKL Stock Holding History

Grandfield & Dodd’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
Q3 		– Sell
-113
Closed -$221K – 220
2026
Q2 		$221K Buy
113
+3
+3% +$5.6K 0.01% 208
2026
Q1 		$211K Hold
110
– – 0.01% 201
2025
Q4 		$236K Hold
110
– – 0.01% 194
2025
Q3 		$210K Hold
110
– – 0.01% 206
2025
Q2 		$220K Buy
+110
New +$206K 0.01% 207

Other funds holding MKL

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Steginsky Capital
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Grandfield & Dodd's MKL Position: Q3 2026 in Review

Grandfield & Dodd sold out of Markel Group (MKL) in Q3 2026, closing a stake of 113 shares — an estimated $221K sold.

Grandfield & Dodd first reported a position in MKL in Q2 2025 and held it in 5 quarters. The position peaked at $236K in Q4 2025. 304 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Grandfield & Dodd reported no remaining Markel Group position as of Q3 2026 after selling out during the quarter.
  • Grandfield & Dodd sold 113 Markel Group shares in Q3 2026, an estimated $221K.
  • Grandfield & Dodd first reported a position in Markel Group in Q2 2025 and held it in 5 quarters.
  • Grandfield & Dodd's Markel Group position peaked at $236K in Q4 2025.
  • 304 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Grandfield & Dodd's 13F filing for Q3 2026, filed 29 Oct 2026.