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Legacy Advisors’s Markel Group MKL Stock Holding History

Legacy 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 		$707K Sell
362
-1
-0.3% -$1.87K 0.07% 151
2026
Q1 		$695K Sell
363
-6
-2% -$12.2K 0.08% 132
2025
Q4 		$793K Buy
369
+1
+0.3% +$2.03K 0.09% 125
2025
Q3 		$703K Buy
+368
New +$721K 0.09% 123
2025
Q2 		– Sell
-368
Closed -$688K – 252
2025
Q1 		$688K Hold
368
– – 0.07% 214
2024
Q4 		$635K Hold
368
– – 0.06% 232
2024
Q3 		$577K Buy
+368
New +$576K 0.06% 227

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

Legacy Advisors's MKL Position: Q2 2026 in Review

Legacy Advisors reduced its Markel Group (MKL) stake by 0.28% in Q2 2026, selling an estimated $1.87K and leaving 362 shares worth $707K. The position accounts for 0.07% of the portfolio, ranked #151.

Legacy Advisors first reported a position in MKL in Q3 2024 and has held it in 7 quarters since. The position peaked at $793K in Q4 2025. 217 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Legacy Advisors held 362 shares of Markel Group worth $707K as of Q2 2026.
  • Legacy Advisors sold 1 Markel Group share in Q2 2026, an estimated $1.87K.
  • Markel Group made up 0.07% of Legacy Advisors's portfolio in Q2 2026, its #151 holding.
  • Legacy Advisors first reported a position in Markel Group in Q3 2024 and has held it in 7 quarters since.
  • Legacy Advisors's Markel Group position peaked at $793K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.