Sage Capital Advisors’s Markel Group MKL Stock Holding History

Sage Capital Advisors’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	$977K	Hold	500	–	–	0.2%	82
2026 Q1	$957K	Hold	500	–	–	0.22%	76
2025 Q4	$1.07M	Hold	500	–	–	0.26%	70
2025 Q3	$956K	Hold	500	–	–	0.23%	72
2025 Q2	$999K	Hold	500	–	–	0.25%	72
2025 Q1	$935K	Hold	500	–	–	0.25%	72
2024 Q4	$863K	Hold	500	–	–	0.22%	69
2024 Q3	$784K	Hold	500	–	–	0.2%	77
2024 Q2	$788K	Hold	500	–	–	0.23%	72
2024 Q1	$761K	Buy	500 +350	+233%	+$513K	0.22%	74
2023 Q4	$213K	Buy	+150	New	+$213K	0.07%	125

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

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

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

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

Sage Capital Advisors's MKL Position: Q2 2026 in Review

Sage Capital Advisors held its Markel Group (MKL) position steady in Q2 2026 at 500 shares worth $977K. The position accounts for 0.2% of the portfolio, ranked #82.

Sage Capital Advisors first reported a position in MKL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2025. 161 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Sage Capital Advisors held 500 shares of Markel Group worth $977K as of Q2 2026.
Sage Capital Advisors left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.2% of Sage Capital Advisors's portfolio in Q2 2026, its #82 holding.
Sage Capital Advisors first reported a position in Markel Group in Q4 2023 and has held it in 11 quarters since.
Sage Capital Advisors's Markel Group position peaked at $1.07M in Q4 2025.
161 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.