Winthrop Advisory Group’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $639K | Hold |
327
| – | – | 0.04% | 108 |
|
|
2026
Q1 | $626K | Sell |
327
-12
| -4% | -$24.4K | 0.05% | 96 |
|
|
2025
Q4 | $705K | Buy |
339
+12
| +4% | +$24.3K | 0.06% | 89 |
|
|
2025
Q3 | $625K | Hold |
327
| – | – | 0.05% | 91 |
|
|
2025
Q2 | $653K | Hold |
327
| – | – | 0.06% | 84 |
|
|
2025
Q1 | $611K | Hold |
327
| – | – | 0.07% | 77 |
|
|
2024
Q4 | $564K | Hold |
327
| – | – | 0.07% | 89 |
|
|
2024
Q3 | $513K | Hold |
327
| – | – | 0.06% | 85 |
|
|
2024
Q2 | $515K | Hold |
327
| – | – | 0.07% | 81 |
|
|
2024
Q1 | $498K | Hold |
327
| – | – | 0.07% | 83 |
|
|
2023
Q4 | $464K | Hold |
327
| – | – | 0.07% | 81 |
|
|
2023
Q3 | $482K | Hold |
327
| – | – | 0.08% | 75 |
|
|
2023
Q2 | $452K | Hold |
327
| – | – | 0.07% | 81 |
|
|
2023
Q1 | $418K | Hold |
327
| – | – | 0.07% | 80 |
|
|
2022
Q4 | $431K | Hold |
327
| – | – | 0.08% | 75 |
|
|
2022
Q3 | $355K | Hold |
327
| – | – | 0.08% | 73 |
|
|
2022
Q2 | $423K | Hold |
327
| – | – | 0.1% | 68 |
|
|
2022
Q1 | $482K | Hold |
327
| – | – | 0.1% | 73 |
|
|
2021
Q4 | $404K | Hold |
327
| – | – | 0.08% | 80 |
|
|
2021
Q3 | $391K | Hold |
327
| – | – | 0.09% | 78 |
|
|
2021
Q2 | $388K | Hold |
327
| – | – | 0.09% | 80 |
|
|
2021
Q1 | $373K | Hold |
327
| – | – | 0.09% | 77 |
|
|
2020
Q4 | $338K | Sell |
327
-14
| -4% | -$14K | 0.09% | 86 |
|
|
2020
Q3 | $332K | Hold |
341
| – | – | 0.1% | 76 |
|
|
2020
Q2 | $312K | Buy |
341
+10
| +3% | +$9.09K | 0.11% | 67 |
|
|
2020
Q1 | $307K | Hold |
331
| – | – | 0.12% | 59 |
|
|
2019
Q4 | $378K | Hold |
331
| – | – | 0.14% | 62 |
|
|
2019
Q3 | $391K | Hold |
331
| – | – | 0.15% | 57 |
|
|
2019
Q2 | $361K | Hold |
331
| – | – | 0.15% | 59 |
|
|
2019
Q1 | $329K | Hold |
331
| – | – | 0.14% | 64 |
|
|
2018
Q4 | $344K | Hold |
331
| – | – | 0.17% | 50 |
|
|
2018
Q3 | $393K | Hold |
331
| – | – | 0.22% | 50 |
|
|
2018
Q2 | $359K | Hold |
331
| – | – | 0.24% | 48 |
|
|
2018
Q1 | $383K | Hold |
331
| – | – | 0.27% | 51 |
|
|
2017
Q4 | $366K | Buy |
+331
| New | +$362K | 0.26% | 53 |
|
Other funds holding MKL
DSA
VLKIM
Winthrop Advisory Group's MKL Position: Q2 2026 in Review
Winthrop Advisory Group held its Markel Group (MKL) position steady in Q2 2026 at 327 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #108.
Winthrop Advisory Group first reported a position in MKL in Q4 2017 and has held it in 35 quarters since. The position peaked at $705K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.
- Winthrop Advisory Group held 327 shares of Markel Group worth $639K as of Q2 2026.
- Winthrop Advisory Group left its Markel Group share count unchanged in Q2 2026.
- Markel Group made up 0.04% of Winthrop Advisory Group's portfolio in Q2 2026, its #108 holding.
- Winthrop Advisory Group first reported a position in Markel Group in Q4 2017 and has held it in 35 quarters since.
- Winthrop Advisory Group's Markel Group position peaked at $705K in Q4 2025.
- 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.
Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.