Matrix Trust Company’s Markel Group MKL Stock Holding History

Matrix Trust Company’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	–	Sell	-326	Closed	-$624K	–	150
2026 Q1	$624K	Buy	+326	New	+$662K	0.1%	67

Other funds holding MKL

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

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

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Matrix Trust Company's MKL Position: Q2 2026 in Review

Matrix Trust Company sold out of Markel Group (MKL) in Q2 2026, closing a stake of 326 shares — an estimated $624K sold.

Matrix Trust Company first reported a position in MKL in Q1 2026 and held it in 1 quarter. The position peaked at $624K in Q1 2026. 117 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Matrix Trust Company reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Matrix Trust Company sold 326 Markel Group shares in Q2 2026, an estimated $624K.
Matrix Trust Company first reported a position in Markel Group in Q1 2026 and held it in 1 quarter.
Matrix Trust Company's Markel Group position peaked at $624K in Q1 2026.
117 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.