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Harbor Investment Advisory’s Markel Group MKL Stock Holding History

Harbor Investment 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 		$4.29M Buy
2,198
+339
+18% +$633K 0.3% 67
2026
Q1 		$3.56M Buy
1,859
+43
+2% +$87.3K 0.28% 69
2025
Q4 		$3.9M Buy
1,816
+17
+0.9% +$34.4K 0.29% 64
2025
Q3 		$3.44M Buy
1,799
+2
+0.1% +$3.92K 0.28% 67
2025
Q2 		$3.59M Buy
1,797
+89
+5% +$167K 0.32% 62
2025
Q1 		$3.19M Buy
1,708
+280
+20% +$515K 0.31% 65
2024
Q4 		$2.46M Hold
1,428
– – 0.23% 80
2024
Q3 		$2.24M Buy
1,428
+88
+7% +$138K 0.22% 86
2024
Q2 		$2.11M Buy
1,340
+14
+1% +$21.7K 0.22% 81
2024
Q1 		$2.02M Buy
1,326
+111
+9% +$163K 0.21% 83
2023
Q4 		$1.72M Buy
1,215
+136
+13% +$193K 0.2% 89
2023
Q3 		$1.59M Buy
1,079
+47
+5% +$68.8K 0.21% 84
2023
Q2 		$1.43M Buy
1,032
+33
+3% +$44.3K 0.2% 100
2023
Q1 		$1.28M Buy
999
+98
+11% +$130K 0.19% 105
2022
Q4 		$1.19M Buy
901
+61
+7% +$75.5K 0.19% 109
2022
Q3 		$911K Buy
840
+261
+45% +$318K 0.15% 130
2022
Q2 		$749K Buy
579
+21
+4% +$28.8K 0.12% 153
2022
Q1 		$823K Buy
558
+5
+0.9% +$6.46K 0.11% 159
2021
Q4 		$682K Buy
553
+7
+1% +$8.83K 0.09% 190
2021
Q3 		$653K Buy
546
+46
+9% +$56.7K 0.09% 188
2021
Q2 		$593K Buy
500
+42
+9% +$50.3K 0.08% 206
2021
Q1 		$522K Buy
458
+35
+8% +$37.8K 0.08% 205
2020
Q4 		$437K Buy
423
+63
+18% +$62.8K 0.07% 205
2020
Q3 		$351K Buy
360
+30
+9% +$30.5K 0.07% 202
2020
Q2 		$305K Buy
+330
New +$300K 0.06% 208

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
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
CIA
Citadel Investment Advisory Chesterland, Ohio $220M AUM 14.19% 1-Year Est. Return

Harbor Investment Advisory's MKL Position: Q2 2026 in Review

Harbor Investment Advisory increased its Markel Group (MKL) stake by 18% in Q2 2026, buying an estimated $633K and bringing the position to 2,198 shares worth $4.29M. The position accounts for 0.3% of the portfolio, ranked #67.

Harbor Investment Advisory first reported a position in MKL in Q2 2020 and has held it in 25 quarters since. 219 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Harbor Investment Advisory held 2,198 shares of Markel Group worth $4.29M as of Q2 2026.
  • Harbor Investment Advisory bought 339 Markel Group shares in Q2 2026, an estimated $633K.
  • Markel Group made up 0.3% of Harbor Investment Advisory's portfolio in Q2 2026, its #67 holding.
  • Harbor Investment Advisory first reported a position in Markel Group in Q2 2020 and has held it in 25 quarters since.
  • 219 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.