IP
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Isthmus Partners’s Markel Group MKL Stock Holding History

Isthmus Partners’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 		$332K Hold
170
– – 0.03% 189
2026
Q1 		$325K Hold
170
– – 0.03% 182
2025
Q4 		$365K Sell
170
-14
-8% -$28.4K 0.04% 160
2025
Q3 		$352K Hold
184
– – 0.08% 94
2025
Q2 		$368K Sell
184
-9
-5% -$16.9K 0.04% 164
2025
Q1 		$361K Sell
193
-23
-11% -$42.3K 0.05% 167
2024
Q4 		$373K Hold
216
– – 0.05% 162
2024
Q3 		$339K Hold
216
– – 0.04% 168
2024
Q2 		$340K Hold
216
– – 0.04% 155
2024
Q1 		$329K Buy
+216
New +$317K 0.04% 161
2019
Q2 		– Sell
-16,928
Closed -$678K – 182
2019
Q1 		$678K Buy
+16,928
New +$17.2M 0.17% 105
2018
Q4 		– Sell
-13
Closed -$15K – 229
2018
Q3 		$15K Buy
+13
New +$15.3K ﹤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
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

Isthmus Partners's MKL Position: Q2 2026 in Review

Isthmus Partners held its Markel Group (MKL) position steady in Q2 2026 at 170 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #189.

Isthmus Partners first reported a position in MKL in Q3 2018 and has held it in 12 quarters since. The position peaked at $678K in Q1 2019. 217 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Isthmus Partners held 170 shares of Markel Group worth $332K as of Q2 2026.
  • Isthmus Partners left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.03% of Isthmus Partners's portfolio in Q2 2026, its #189 holding.
  • Isthmus Partners first reported a position in Markel Group in Q3 2018 and has held it in 12 quarters since.
  • Isthmus Partners's Markel Group position peaked at $678K in Q1 2019.
  • 217 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.