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TCV Trust & Wealth Management’s Markel Group MKL Stock Holding History

TCV Trust & Wealth 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 		$221K Hold
113
– – 0.02% 217
2026
Q1 		$216K Hold
113
– – 0.02% 205
2025
Q4 		$243K Buy
113
+7
+7% +$14.2K 0.02% 204
2025
Q3 		$203K Buy
+106
New +$208K 0.02% 220
2024
Q3 		– Sell
-136
Closed -$214K – 204
2024
Q2 		$214K Sell
136
-2
-1% -$3.11K 0.02% 191
2024
Q1 		$210K Buy
+138
New +$202K 0.02% 191
2023
Q4 		– Sell
-179
Closed -$264K – 195
2023
Q3 		$264K Hold
179
– – 0.03% 168
2023
Q2 		$248K Hold
179
– – 0.03% 170
2023
Q1 		$229K Sell
179
-12
-6% -$15.9K 0.03% 176
2022
Q4 		$252K Buy
+191
New +$236K 0.03% 171
2022
Q3 		– Sell
-369
Closed -$477K – 192
2022
Q2 		$477K Hold
369
– – 0.06% 135
2022
Q1 		$545K Sell
369
-5
-1% -$6.46K 0.06% 138
2021
Q4 		$462K Buy
+374
New +$472K 0.05% 150
2020
Q4 		– Sell
-270
Closed -$263K – 186
2020
Q3 		$263K Buy
+270
New +$274K 0.04% 159
2020
Q1 		– Sell
-195
Closed -$223K – 180
2019
Q4 		$223K Hold
195
– – 0.03% 188
2019
Q3 		$231K Hold
195
– – 0.03% 178
2019
Q2 		$213K Buy
+195
New +$204K 0.03% 192
2019
Q1 		– Sell
-215
Closed -$223K – 209
2018
Q4 		$223K Hold
215
– – 0.03% 189
2018
Q3 		$256K Buy
215
+10
+5% +$11.8K 0.03% 188
2018
Q2 		$222K Sell
205
-30
-13% -$33.9K 0.03% 193
2018
Q1 		$275K Buy
235
+45
+24% +$50.6K 0.04% 169
2017
Q4 		$216K Hold
190
– – 0.03% 188
2017
Q3 		$203K Buy
+190
New +$196K 0.03% 195

Other funds holding MKL

DC
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CB
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TCV Trust & Wealth Management's MKL Position: Q2 2026 in Review

TCV Trust & Wealth Management held its Markel Group (MKL) position steady in Q2 2026 at 113 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #217.

TCV Trust & Wealth Management first reported a position in MKL in Q3 2017 and has held it in 23 quarters since. The position peaked at $545K in Q1 2022. 338 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • TCV Trust & Wealth Management held 113 shares of Markel Group worth $221K as of Q2 2026.
  • TCV Trust & Wealth Management left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #217 holding.
  • TCV Trust & Wealth Management first reported a position in Markel Group in Q3 2017 and has held it in 23 quarters since.
  • TCV Trust & Wealth Management's Markel Group position peaked at $545K in Q1 2022.
  • 338 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.