Valeo Financial Advisors’s Markel Group MKL Stock Holding History

Valeo Financial 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	$238K	Buy	+122	New	+$228K	0.01%	700
2021 Q2	–	Sell	-5	Closed	-$6K	–	1283
2021 Q1	$6K	Hold	5	–	–	﹤0.01%	1511
2020 Q4	$5K	Hold	5	–	–	﹤0.01%	1367
2020 Q3	$5K	Sell	5 -16	-76%	-$16.3K	﹤0.01%	1259
2020 Q2	$19K	Buy	21 +3	+17%	+$2.73K	﹤0.01%	1079
2020 Q1	$18K	Hold	18	–	–	﹤0.01%	925
2019 Q4	$21K	Buy	18 +6	+50%	+$6.83K	﹤0.01%	915
2019 Q3	$14K	Hold	12	–	–	﹤0.01%	941
2019 Q2	$13K	Sell	12 -5	-29%	-$5.24K	﹤0.01%	963
2019 Q1	$17K	Hold	17	–	–	﹤0.01%	828
2018 Q4	$18K	Hold	17	–	–	﹤0.01%	736
2018 Q3	$18K	Hold	17	–	–	﹤0.01%	803
2018 Q2	$20K	Sell	17 -4	-19%	-$4.52K	﹤0.01%	765
2018 Q1	$25K	Hold	21	–	–	﹤0.01%	655
2017 Q4	$24K	Buy	21 +17	+425%	+$18.6K	﹤0.01%	627
2017 Q3	$4K	Buy	+4	New	+$4.14K	﹤0.01%	917

Other funds holding MKL

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

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

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

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Luma Capital SA Luxembourg $112M AUM