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Venturi Wealth Management’s Markel Group MKL Stock Holding History

Venturi 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 		– Sell
-523
Closed -$1M – 665
2026
Q1 		$1M Hold
523
– – 0.05% 204
2025
Q4 		$1.12M Buy
523
+20
+4% +$40.5K 0.05% 179
2025
Q3 		$961K Hold
503
– – 0.04% 201
2025
Q2 		$1M Buy
503
+100
+25% +$188K 0.05% 200
2025
Q1 		$753K Buy
403
+60
+17% +$110K 0.04% 244
2024
Q4 		$592K Hold
343
– – 0.03% 303
2024
Q3 		$538K Buy
343
+10
+3% +$15.7K 0.03% 283
2024
Q2 		$525K Sell
333
-6
-2% -$9.32K 0.03% 277
2024
Q1 		$516K Buy
339
+17
+5% +$24.9K 0.03% 265
2023
Q4 		$457K Buy
322
+95
+42% +$135K 0.03% 268
2023
Q3 		$334K Buy
227
+200
+741% +$293K 0.03% 283
2023
Q2 		$37.3K Hold
27
– – ﹤0.01% 463
2023
Q1 		$34.5K Buy
+27
New +$35.9K ﹤0.01% 520

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
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
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Venturi Wealth Management's MKL Position: Q2 2026 in Review

Venturi Wealth Management sold out of Markel Group (MKL) in Q2 2026, closing a stake of 523 shares — an estimated $1M sold.

Venturi Wealth Management first reported a position in MKL in Q1 2023 and held it in 13 quarters. The position peaked at $1.12M in Q4 2025. 158 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Venturi Wealth Management reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 523 Markel Group shares in Q2 2026, an estimated $1M.
  • Venturi Wealth Management first reported a position in Markel Group in Q1 2023 and held it in 13 quarters.
  • Venturi Wealth Management's Markel Group position peaked at $1.12M in Q4 2025.
  • 158 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.