LC
MKL icon

Lincoln Capital’s Markel Group MKL Stock Holding History

Lincoln Capital’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 		$34.9M Sell
17,862
-319
-2% -$596K 6.21% 4
2026
Q1 		$34.8M Buy
18,181
+779
+4% +$1.58M 6.59% 4
2025
Q4 		$37.4M Sell
17,402
-147
-0.8% -$298K 6.78% 4
2025
Q3 		$34.1M Sell
17,549
-75
-0.4% -$147K 6.38% 5
2025
Q2 		$35.2M Buy
17,624
+11
+0.1% +$20.6K 6.77% 3
2025
Q1 		$31.4M Sell
17,613
-3
-0% -$5.52K 6.57% 5
2024
Q4 		$30.4M Sell
17,616
-169
-1% -$280K 6.39% 6
2024
Q3 		$27.9M Sell
17,785
-260
-1% -$407K 5.9% 5
2024
Q2 		$28.4M Sell
18,045
-135
-0.7% -$210K 6.34% 5
2024
Q1 		$27.7M Buy
18,180
+155
+0.9% +$227K 6.15% 4
2023
Q4 		$25.6M Buy
18,025
+9
+0% +$12.8K 6.23% 4
2023
Q3 		$26.5M Buy
18,016
+287
+2% +$420K 6.96% 3
2023
Q2 		$24.5M Buy
17,729
+81
+0.5% +$109K 6.31% 4
2023
Q1 		$22.5M Sell
17,648
-66
-0.4% -$87.7K 6.19% 4
2022
Q4 		$23.3M Sell
17,714
-207
-1% -$256K 6.73% 3
2022
Q3 		$19.4M Buy
17,921
+254
+1% +$310K 6.05% 4
2022
Q2 		$22.8M Buy
17,667
+51
+0.3% +$70K 6.43% 3
2022
Q1 		$26M Sell
17,616
-5
-0% -$6.46K 6.09% 3
2021
Q4 		$21.7M Sell
17,621
-89
-0.5% -$112K 5.38% 7
2021
Q3 		$21.2M Buy
17,710
+1,671
+10% +$2.06M 5.75% 6
2021
Q2 		$19M Sell
16,039
-51
-0.3% -$61.1K 5.33% 7
2021
Q1 		$18.3M Buy
16,090
+496
+3% +$535K 5.73% 6
2020
Q4 		$16.1M Buy
15,594
+65
+0.4% +$64.8K 5.23% 7
2020
Q3 		$15.1M Sell
15,529
-137
-0.9% -$139K 5.54% 6
2020
Q2 		$14.5M Buy
15,666
+140
+0.9% +$127K 6.05% 3
2020
Q1 		$14.4M Buy
15,526
+335
+2% +$383K 7.27% 2
2019
Q4 		$17.4M Buy
15,191
+1,111
+8% +$1.27M 7.17% 2
2019
Q3 		$16.6M Sell
14,080
-71
-0.5% -$80.7K 7.42% 2
2019
Q2 		$15.4M Buy
14,151
+268
+2% +$281K 6.91% 2
2019
Q1 		$13.8M Buy
13,883
+103
+0.7% +$105K 6.68% 3
2018
Q4 		$14.3M Buy
13,780
+248
+2% +$271K 7.82% 2
2018
Q3 		$16.1M Buy
13,532
+106
+0.8% +$125K 7.97% 1
2018
Q2 		$15.1M Sell
13,426
-308
-2% -$348K 8.06% 1
2018
Q1 		$16.1M Buy
13,734
+125
+0.9% +$141K 8.69% 1
2017
Q4 		$15.5M Buy
13,609
+596
+5% +$652K 8.65% 1
2017
Q3 		$13.9M Buy
13,013
+11
+0.1% +$11.4K 8.58% 1
2017
Q2 		$12.7M Buy
13,002
+182
+1% +$177K 7.96% 1
2017
Q1 		$12.5M Sell
12,820
-25
-0.2% -$23.6K 8.45% 1
2016
Q4 		$11.6M Buy
12,845
+216
+2% +$193K 8.28% 1
2016
Q3 		$11.7M Sell
12,629
-6
-0% -$5.6K 8.66% 1
2016
Q2 		$12M Sell
12,635
-5
-0% -$4.66K 9% 1
2016
Q1 		$11.3M Buy
12,640
+251
+2% +$216K 8.45% 1
2015
Q4 		$10.9M Buy
12,389
+44
+0.4% +$38.3K 8.71% 1
2015
Q3 		$9.9M Buy
12,345
+187
+2% +$158K 8.21% 1
2015
Q2 		$9.73M Buy
12,158
+777
+7% +$604K 8.21% 1
2015
Q1 		$8.75M Buy
11,381
+147
+1% +$106K 7.5% 1
2014
Q4 		$7.67M Buy
+11,234
New +$7.62M 6.65% 1

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
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lincoln Capital's MKL Position: Q2 2026 in Review

Lincoln Capital reduced its Markel Group (MKL) stake by 1.8% in Q2 2026, selling an estimated $596K and leaving 17,862 shares worth $34.9M. The position accounts for 6.21% of the portfolio, ranked #4.

Lincoln Capital first reported a position in MKL in Q4 2014 and has held it in 47 quarters since. The position peaked at $37.4M in Q4 2025. 338 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Lincoln Capital held 17,862 shares of Markel Group worth $34.9M as of Q2 2026.
  • Lincoln Capital sold 319 Markel Group shares in Q2 2026, an estimated $596K.
  • Markel Group made up 6.21% of Lincoln Capital's portfolio in Q2 2026, its #4 holding.
  • Lincoln Capital first reported a position in Markel Group in Q4 2014 and has held it in 47 quarters since.
  • Lincoln Capital's Markel Group position peaked at $37.4M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.