Sterling Investment Counsel’s Markel Group MKL Stock Holding History

Sterling 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 Q2	$258K	Buy	132 +18	+16%	+$33.6K	0.06%	171
2026 Q1	$218K	Buy	114 +9	+9%	+$18.3K	0.06%	184
2025 Q4	$226K	Buy	+105	New	+$213K	0.06%	169
2023 Q4	–	Sell	-267	Closed	-$393K	–	165
2023 Q3	$393K	Hold	267	–	–	0.23%	82
2023 Q2	$369K	Hold	267	–	–	0.2%	94
2023 Q1	$341K	Buy	267 +37	+16%	+$49.2K	0.2%	95
2022 Q4	$303K	Buy	230 +5	+2%	+$6.18K	0.19%	110
2022 Q3	$244K	Buy	225 +15	+7%	+$18.3K	0.18%	115
2022 Q2	$272K	Sell	210 -2	-0.9%	-$2.74K	0.21%	116
2022 Q1	$313K	Buy	212 +3	+1%	+$3.88K	0.21%	109
2021 Q4	$258K	Buy	+209	New	+$264K	0.17%	118

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

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sterling Investment Counsel's MKL Position: Q2 2026 in Review

Sterling Investment Counsel increased its Markel Group (MKL) stake by 16% in Q2 2026, buying an estimated $33.6K and bringing the position to 132 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #171.

Sterling Investment Counsel first reported a position in MKL in Q4 2021 and has held it in 11 quarters since. The position peaked at $393K in Q3 2023. 338 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Sterling Investment Counsel held 132 shares of Markel Group worth $258K as of Q2 2026.
Sterling Investment Counsel bought 18 Markel Group shares in Q2 2026, an estimated $33.6K.
Markel Group made up 0.06% of Sterling Investment Counsel's portfolio in Q2 2026, its #171 holding.
Sterling Investment Counsel first reported a position in Markel Group in Q4 2021 and has held it in 11 quarters since.
Sterling Investment Counsel's Markel Group position peaked at $393K in Q3 2023.
338 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.