Shoker Investment Counsel’s Markel Group MKL Stock Holding History

Shoker Investment Counsel’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 Q1	–	Sell	-100	Closed	-$215K	–	111
2025 Q4	$215K	Buy	+100	New	+$203K	0.06%	108

Other funds holding MKL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Shoker Investment Counsel's MKL Position: Q1 2026 in Review

Shoker Investment Counsel sold out of Markel Group (MKL) in Q1 2026, closing a stake of 100 shares — an estimated $215K sold.

Shoker Investment Counsel first reported a position in MKL in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Shoker Investment Counsel reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
Shoker Investment Counsel sold 100 Markel Group shares in Q1 2026, an estimated $215K.
Shoker Investment Counsel first reported a position in Markel Group in Q4 2025 and held it in 1 quarter.
Shoker Investment Counsel's Markel Group position peaked at $215K in Q4 2025.
927 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.