S-Bank Fund Management’s Markel Group MKL Stock Holding History

S-Bank 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	–	Sell	-215	Closed	-$412K	–	276
2026 Q1	$412K	Sell	215 -8	-4%	-$16.2K	0.06%	125
2025 Q4	$479K	Sell	223 -56	-20%	-$113K	0.06%	119
2025 Q3	$533K	Sell	279 -3	-1%	-$5.88K	0.07%	140
2025 Q2	$563K	Sell	282 -21	-7%	-$39.4K	0.08%	140
2025 Q1	$566K	Buy	+303	New	+$557K	0.11%	112

Other funds holding MKL

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

S-Bank Fund Management's MKL Position: Q2 2026 in Review

S-Bank Fund Management sold out of Markel Group (MKL) in Q2 2026, closing a stake of 215 shares — an estimated $412K sold.

S-Bank Fund Management first reported a position in MKL in Q1 2025 and held it in 5 quarters. The position peaked at $566K in Q1 2025. 428 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

S-Bank Fund Management reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
S-Bank Fund Management sold 215 Markel Group shares in Q2 2026, an estimated $412K.
S-Bank Fund Management first reported a position in Markel Group in Q1 2025 and held it in 5 quarters.
S-Bank Fund Management's Markel Group position peaked at $566K in Q1 2025.
428 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.