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Neville Rodie & Shaw’s Markel Group MKL Stock Holding History

Neville Rodie & Shaw’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 		$4.72M Sell
2,418
-20
-0.8% -$37.3K 0.31% 64
2026
Q1 		$4.67M Sell
2,438
-45
-2% -$91.3K 0.34% 64
2025
Q4 		$5.34M Sell
2,483
-90
-3% -$182K 0.38% 61
2025
Q3 		$4.92M Sell
2,573
-37
-1% -$72.5K 0.36% 63
2025
Q2 		$5.21M Sell
2,610
-75
-3% -$141K 0.39% 60
2025
Q1 		$5.02M Sell
2,685
-93
-3% -$171K 0.39% 57
2024
Q4 		$4.79M Sell
2,778
-145
-5% -$241K 0.35% 61
2024
Q3 		$4.58M Sell
2,923
-2
-0.1% -$3.13K 0.34% 61
2024
Q2 		$4.61M Sell
2,925
-445
-13% -$691K 0.35% 59
2024
Q1 		$5.13M Sell
3,370
-79
-2% -$116K 0.39% 58
2023
Q4 		$4.9M Hold
3,449
– – 0.4% 56
2023
Q3 		$5.08M Sell
3,449
-40
-1% -$58.6K 0.45% 54
2023
Q2 		$4.83M Hold
3,489
– – 0.42% 56
2023
Q1 		$4.46M Sell
3,489
-10
-0.3% -$13.3K 0.4% 57
2022
Q4 		$4.61M Sell
3,499
-96
-3% -$119K 0.43% 55
2022
Q3 		$3.9M Sell
3,595
-35
-1% -$42.7K 0.38% 58
2022
Q2 		$4.69M Sell
3,630
-129
-3% -$177K 0.42% 58
2022
Q1 		$5.61M Sell
3,759
-40
-1% -$51.7K 0.42% 59
2021
Q4 		$4.69M Sell
3,799
-18
-0.5% -$22.7K 0.33% 61
2021
Q3 		$4.56M Hold
3,817
– – 0.35% 62
2021
Q2 		$4.53M Buy
3,817
+245
+7% +$294K 0.35% 62
2021
Q1 		$4.07M Hold
3,572
– – 0.34% 61
2020
Q4 		$3.69M Hold
3,572
– – 0.32% 60
2020
Q3 		$3.48M Hold
3,572
– – 0.33% 61
2020
Q2 		$3.3M Hold
3,572
– – 0.34% 62
2020
Q1 		$3.31M Sell
3,572
-40
-1% -$45.7K 0.4% 61
2019
Q4 		$4.13M Hold
3,612
– – 0.4% 62
2019
Q3 		$4.27M Hold
3,612
– – 0.45% 63
2019
Q2 		$3.94M Sell
3,612
-9
-0.2% -$9.43K 0.42% 65
2019
Q1 		$3.61M Hold
3,621
– – 0.38% 71
2018
Q4 		$3.76M Hold
3,621
– – 0.46% 65
2018
Q3 		$4.3M Sell
3,621
-30
-0.8% -$35.3K 0.42% 70
2018
Q2 		$3.96M Sell
3,651
-15
-0.4% -$16.9K 0.42% 68
2018
Q1 		$4.29M Hold
3,666
– – 0.47% 63
2017
Q4 		$4.18M Hold
3,666
– – 0.44% 70
2017
Q3 		$3.92M Hold
3,666
– – 0.44% 73
2017
Q2 		$3.58M Sell
3,666
-25
-0.7% -$24.3K 0.41% 75
2017
Q1 		$3.6M Hold
3,691
– – 0.41% 75
2016
Q4 		$3.34M Sell
3,691
-224
-6% -$200K 0.39% 77
2016
Q3 		$3.64M Hold
3,915
– – 0.43% 72
2016
Q2 		$3.73M Hold
3,915
– – 0.45% 70
2016
Q1 		$3.49M Sell
3,915
-25
-0.6% -$21.5K 0.42% 74
2015
Q4 		$3.48M Sell
3,940
-100
-2% -$87K 0.42% 76
2015
Q3 		$3.24M Sell
4,040
-60
-1% -$50.8K 0.4% 78
2015
Q2 		$3.28M Sell
4,100
-81
-2% -$63K 0.36% 81
2015
Q1 		$3.21M Sell
4,181
-25
-0.6% -$18.1K 0.33% 85
2014
Q4 		$2.87M Sell
4,206
-467
-10% -$317K 0.29% 86
2014
Q3 		$2.97M Sell
4,673
-17
-0.4% -$11K 0.29% 85
2014
Q2 		$3.08M Sell
4,690
-175
-4% -$110K 0.31% 82
2014
Q1 		$2.9M Sell
4,865
-200
-4% -$114K 0.31% 77
2013
Q4 		$2.94M Hold
5,065
– – 0.32% 77
2013
Q3 		$2.62M Sell
5,065
-50
-1% -$26.3K 0.31% 84
2013
Q2 		$2.69M Buy
+5,115
New +$2.68M 0.33% 77

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

Neville Rodie & Shaw's MKL Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its Markel Group (MKL) stake by 0.82% in Q2 2026, selling an estimated $37.3K and leaving 2,418 shares worth $4.72M. The position accounts for 0.31% of the portfolio, ranked #64.

Neville Rodie & Shaw first reported a position in MKL in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.61M in Q1 2022. 144 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Neville Rodie & Shaw held 2,418 shares of Markel Group worth $4.72M as of Q2 2026.
  • Neville Rodie & Shaw sold 20 Markel Group shares in Q2 2026, an estimated $37.3K.
  • Markel Group made up 0.31% of Neville Rodie & Shaw's portfolio in Q2 2026, its #64 holding.
  • Neville Rodie & Shaw first reported a position in Markel Group in Q2 2013 and has held it in 53 quarters since.
  • Neville Rodie & Shaw's Markel Group position peaked at $5.61M in Q1 2022.
  • 144 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.