VAF
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Values Added Financial’s Markel Group MKL Stock Holding History

Values Added Financial’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 		$2.44M Sell
1,247
-52
-4% -$97.1K 0.88% 32
2026
Q1 		$2.49M Sell
1,299
-55
-4% -$112K 1.05% 29
2025
Q4 		$2.91M Sell
1,354
-163
-11% -$330K 1.23% 26
2025
Q3 		$2.9M Buy
1,517
+5
+0.3% +$9.8K 1.29% 23
2025
Q2 		$3.02M Buy
1,512
+1
+0.1% +$1.88K 1.46% 20
2025
Q1 		$2.82M Buy
1,511
+447
+42% +$822K 1.57% 19
2024
Q4 		$1.84M Buy
1,064
+461
+76% +$765K 1.06% 24
2024
Q3 		$946K Buy
+603
New +$944K 0.6% 33

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
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
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
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $220M AUM 14.19% 1-Year Est. Return

Values Added Financial's MKL Position: Q2 2026 in Review

Values Added Financial reduced its Markel Group (MKL) stake by 4% in Q2 2026, selling an estimated $97.1K and leaving 1,247 shares worth $2.44M. The position accounts for 0.88% of the portfolio, ranked #32.

Values Added Financial first reported a position in MKL in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.02M in Q2 2025. 294 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Values Added Financial held 1,247 shares of Markel Group worth $2.44M as of Q2 2026.
  • Values Added Financial sold 52 Markel Group shares in Q2 2026, an estimated $97.1K.
  • Markel Group made up 0.88% of Values Added Financial's portfolio in Q2 2026, its #32 holding.
  • Values Added Financial first reported a position in Markel Group in Q3 2024 and has held it in 8 quarters since.
  • Values Added Financial's Markel Group position peaked at $3.02M in Q2 2025.
  • 294 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.