Royal Fund Management’s Markel Group MKL Stock Holding History

Royal Fund Management’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	$996K	Hold	510	–	–	0.08%	193
2026 Q1	$976K	Hold	510	–	–	0.09%	179
2025 Q4	$1.1M	Buy	510 +318	+166%	+$644K	0.1%	175
2025 Q3	$367K	Sell	192 -318	-62%	-$623K	0.04%	204
2025 Q2	$1.02M	Hold	510	–	–	0.1%	191
2025 Q1	$954K	Sell	510 -510	-50%	-$938K	0.11%	199
2024 Q4	$1.76M	Buy	1,020 +510	+100%	+$846K	0.16%	139
2024 Q3	$800K	Hold	510	–	–	0.05%	229
2024 Q2	$804K	Sell	510 -6	-1%	-$9.32K	0.07%	209
2024 Q1	$785K	Buy	516 +6	+1%	+$8.8K	0.08%	215
2023 Q4	$724K	Hold	510	–	–	0.08%	207
2023 Q3	$751K	Hold	510	–	–	0.1%	186
2023 Q2	$705K	Hold	510	–	–	0.09%	193
2023 Q1	$651K	Hold	510	–	–	0.09%	191
2022 Q4	$672K	Hold	510	–	–	0.11%	159
2022 Q3	$552K	Hold	510	–	–	0.1%	144
2022 Q2	$659K	Hold	510	–	–	0.11%	130
2022 Q1	$752K	Hold	510	–	–	0.11%	125
2021 Q4	$629K	Hold	510	–	–	0.09%	133
2021 Q3	$609K	Hold	510	–	–	0.09%	134
2021 Q2	$605K	Sell	510 -68	-12%	-$81.5K	0.1%	131
2021 Q1	$658K	Sell	578 -60	-9%	-$64.7K	0.12%	128
2020 Q4	$659K	Hold	638	–	–	0.14%	112
2020 Q3	$621K	Hold	638	–	–	0.16%	105
2020 Q2	$588K	Hold	638	–	–	0.21%	91
2020 Q1	$591K	Sell	638 -125	-16%	-$143K	0.24%	77
2019 Q4	$872K	Hold	763	–	–	0.22%	74
2019 Q3	$901K	Hold	763	–	–	0.25%	65
2019 Q2	$831K	Sell	763 -104	-12%	-$109K	0.25%	63
2019 Q1	$863K	Sell	867 -30	-3%	-$30.5K	0.28%	61
2018 Q4	$931K	Hold	897	–	–	0.38%	56
2018 Q3	$1.07M	Buy	897 +4	+0.4%	+$4.71K	0.33%	58
2018 Q2	$968K	Hold	893	–	–	0.32%	60
2018 Q1	$1.04M	Sell	893 -125	-12%	-$141K	0.38%	57
2017 Q4	$1.16M	Buy	1,018 +510	+100%	+$558K	0.42%	50
2017 Q3	$542K	Sell	508 -30	-6%	-$31K	0.22%	58
2017 Q2	$525K	Hold	538	–	–	0.22%	56
2017 Q1	$525K	Sell	538 -100	-16%	-$94.5K	0.25%	46
2016 Q4	$577K	Buy	+638	New	+$569K	0.32%	37

Other funds holding MKL

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

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

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

CIA

Citadel Investment Advisory Chesterland, Ohio $220M AUM 14.19% 1-Year Est. Return

Royal Fund Management's MKL Position: Q2 2026 in Review

Royal Fund Management held its Markel Group (MKL) position steady in Q2 2026 at 510 shares worth $996K. The position accounts for 0.08% of the portfolio, ranked #193.

Royal Fund Management first reported a position in MKL in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.76M in Q4 2024. 217 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Royal Fund Management held 510 shares of Markel Group worth $996K as of Q2 2026.
Royal Fund Management left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.08% of Royal Fund Management's portfolio in Q2 2026, its #193 holding.
Royal Fund Management first reported a position in Markel Group in Q4 2016 and has held it in 39 quarters since.
Royal Fund Management's Markel Group position peaked at $1.76M in Q4 2024.
217 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.