LGT Financial Advisors’s Markel Group MKL Stock Holding History

LGT Financial 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	$5.86K	Sell	3 -1	-25%	-$1.87K	0.03%	174
2026 Q1	$7.66K	Hold	4	–	–	0.04%	162
2025 Q4	$8.6K	Hold	4	–	–	0.05%	153
2025 Q3	$7.64K	Hold	4	–	–	0.02%	259
2025 Q2	$7.99K	Hold	4	–	–	0.02%	230
2025 Q1	$7.48K	Sell	4 -21	-84%	-$38.6K	0.02%	191
2024 Q4	$43.2K	Hold	25	–	–	0.1%	170
2024 Q3	$39.2K	Sell	25 -21	-46%	-$32.9K	0.1%	163
2024 Q2	$72.5K	Sell	46 -174	-79%	-$270K	0.15%	117
2024 Q1	$335K	Sell	220 -23	-9%	-$33.7K	0.39%	54
2023 Q4	$345K	Buy	243 +23	+10%	+$32.6K	0.42%	51
2023 Q3	$324K	Sell	220 -4	-2%	-$5.86K	0.41%	55
2023 Q2	$309K	Buy	224 +4	+2%	+$5.36K	0.33%	81
2023 Q1	$280K	Sell	220 -2	-0.9%	-$2.66K	0.52%	57
2022 Q4	$292K	Buy	+222	New	+$275K	0.34%	65

Other funds holding MKL

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

CCM

Check Capital Management Costa Mesa, California $3.64B AUM 15.78% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LGT Financial Advisors's MKL Position: Q2 2026 in Review

LGT Financial Advisors reduced its Markel Group (MKL) stake by 25% in Q2 2026, selling an estimated $1.87K and leaving 3 shares worth $5.86K. The position accounts for 0.03% of the portfolio, ranked #174.

LGT Financial Advisors first reported a position in MKL in Q4 2022 and has held it in 15 quarters since. The position peaked at $345K in Q4 2023. 364 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

LGT Financial Advisors held 3 shares of Markel Group worth $5.86K as of Q2 2026.
LGT Financial Advisors sold 1 Markel Group share in Q2 2026, an estimated $1.87K.
Markel Group made up 0.03% of LGT Financial Advisors's portfolio in Q2 2026, its #174 holding.
LGT Financial Advisors first reported a position in Markel Group in Q4 2022 and has held it in 15 quarters since.
LGT Financial Advisors's Markel Group position peaked at $345K in Q4 2023.
364 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

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