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LRI Investments’s Markel Group MKL Stock Holding History

LRI Investments’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 		$25.4K Buy
+13
New +$24.3K ﹤0.01% 702
2024
Q3 		– Sell
-3
Closed -$4.73K – 1184
2024
Q2 		$4.73K Hold
3
– – ﹤0.01% 909
2024
Q1 		$4.56K Buy
+3
New +$4.4K ﹤0.01% 646

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

LRI Investments's MKL Position: Q2 2026 in Review

LRI Investments opened a new position in Markel Group (MKL) in Q2 2026: 13 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings. This is a return to the name: LRI Investments previously reported a position in MKL as recently as Q2 2024.

LRI Investments first reported a position in MKL in Q1 2024 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • LRI Investments held 13 shares of Markel Group worth $25.4K as of Q2 2026.
  • Markel Group was a new LRI Investments position in Q2 2026.
  • Markel Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #702 holding.
  • LRI Investments first reported a position in Markel Group in Q1 2024 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.