JWCA
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J.W. Cole Advisors’s Markel Group MKL Stock Holding History

J.W. Cole Advisors’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 		$1.41M Buy
+721
New +$1.35M 0.02% 629
2025
Q4 		– Sell
-478
Closed -$914K – 1554
2025
Q3 		$914K Sell
478
-25
-5% -$49K 0.02% 752
2025
Q2 		$1M Sell
503
-87
-15% -$163K 0.02% 667
2025
Q1 		$1.1M Buy
590
+99
+20% +$182K 0.03% 509
2024
Q4 		$848K Buy
491
+73
+17% +$121K 0.03% 460
2024
Q3 		$656K Buy
418
+207
+98% +$324K 0.03% 510
2024
Q2 		$332K Sell
211
-13
-6% -$20.2K 0.02% 672
2024
Q1 		$341K Buy
224
+21
+10% +$30.8K 0.02% 647
2023
Q4 		$288K Buy
203
+60
+42% +$85.1K 0.02% 661
2023
Q3 		$211K Sell
143
-90
-39% -$132K 0.02% 671
2023
Q2 		$322K Sell
233
-9
-4% -$12.1K 0.02% 552
2023
Q1 		$309K Buy
242
+9
+4% +$12K 0.02% 591
2022
Q4 		$307K Sell
233
-61
-21% -$75.5K 0.02% 552
2022
Q3 		$319K Hold
294
– – 0.03% 516
2022
Q2 		$380K Hold
294
– – 0.03% 481
2022
Q1 		$434K Buy
294
+90
+44% +$116K 0.03% 498
2021
Q4 		$252K Buy
+204
New +$257K 0.02% 710

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

J.W. Cole Advisors's MKL Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Markel Group (MKL) in Q2 2026: 721 shares worth $1.41M. The stake represents 0.02% of the portfolio and ranks #629 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in MKL as recently as Q3 2025.

J.W. Cole Advisors first reported a position in MKL in Q4 2021 and has held it in 17 quarters since. 217 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • J.W. Cole Advisors held 721 shares of Markel Group worth $1.41M as of Q2 2026.
  • Markel Group was a new J.W. Cole Advisors position in Q2 2026.
  • Markel Group made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #629 holding.
  • J.W. Cole Advisors first reported a position in Markel Group in Q4 2021 and has held it in 17 quarters since.
  • 217 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.