MFG
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Merit Financial Group’s Markel Group MKL Stock Holding History

Merit Financial Group’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 		$539K Buy
276
+101
+58% +$189K ﹤0.01% 1460
2026
Q1 		$335K Sell
175
-9
-5% -$18.3K ﹤0.01% 1593
2025
Q4 		$396K Buy
184
+3
+2% +$6.08K ﹤0.01% 1421
2025
Q3 		$346K Sell
181
-28
-13% -$54.9K ﹤0.01% 1359
2025
Q2 		$417K Buy
209
+46
+28% +$86.3K ﹤0.01% 1183
2025
Q1 		$305K Buy
163
+36
+28% +$66.2K ﹤0.01% 1118
2024
Q4 		$219K Buy
+127
New +$211K ﹤0.01% 1056

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
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Merit Financial Group's MKL Position: Q2 2026 in Review

Merit Financial Group increased its Markel Group (MKL) stake by 58% in Q2 2026, buying an estimated $189K and bringing the position to 276 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Merit Financial Group first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Merit Financial Group held 276 shares of Markel Group worth $539K as of Q2 2026.
  • Merit Financial Group bought 101 Markel Group shares in Q2 2026, an estimated $189K.
  • Markel Group made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1460 holding.
  • Merit Financial Group first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
  • 180 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.