Smith, Salley & Associates
- SEC CIK
- 0001482012
- Latest filing
- Jul 23, 2026
MKL holding history
Markel Group Inc. in every 13F filed by Smith, Salley & Associates, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MKL overviewAll 13F holders of MKLFull Q2 2026 holdings
- Shares (Q2 2026)
- 9,151
- Value
- $17.9M
- % of portfolio
- 0.8%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,151 | $17.9M | 0.8% | −21−0.2% | Reduced | Holders |
| Q1 2026 | 9,172 | $17.6M | 0.9% | +70+0.8% | Added | Holders |
| Q4 2025 | 9,102 | $19.6M | 1.0% | −123−1.3% | Reduced | Holders |
| Q3 2025 | 9,225 | $17.6M | 0.9% | −118−1.3% | Reduced | Holders |
| Q2 2025 | 9,343 | $18.7M | 1.1% | +165+1.8% | Added | Holders |
| Q1 2025 | 9,178 | $17.2M | 1.1% | +54+0.6% | Added | Holders |
| Q4 2024 | 9,124 | $15.8M | 1.0% | +69+0.8% | Added | Holders |
| Q3 2024 | 9,055 | $14.2M | 0.9% | +200+2.3% | Added | Holders |
| Q2 2024 | 8,855 | $14.0M | 1.0% | +541+6.5% | Added | Holders |
| Q1 2024 | 8,314 | $12.6M | 1.0% | +563+7.3% | Added | Holders |
| Q4 2023 | 7,751 | $11.0M | 0.7% | +310+4.2% | Added | Holders |
| Q3 2023 | 7,441 | $11.0M | 0.8% | −2,726−26.8% | Reduced | Holders |
| Q2 2023 | 10,167 | $14.1M | 1.0% | +7+0.1% | Added | Holders |
| Q1 2023 | 10,160 | $13.0M | 1.0% | +244+2.5% | Added | Holders |
| Q4 2022 | 9,916 | $13.1M | 1.1% | +65+0.7% | Added | Holders |
| Q3 2022 | 9,851 | $10.7M | 1.0% | +43+0.4% | Added | Holders |
| Q2 2022 | 9,808 | $12.7M | 1.1% | +380+4.0% | Added | Holders |
| Q1 2022 | 9,428 | $13.9M | 1.1% | +109+1.2% | Added | Holders |
| Q4 2021 | 9,319 | $11.5M | 0.8% | +166+1.8% | Added | Holders |
| Q3 2021 | 9,153 | $10.9M | 0.9% | +99+1.1% | Added | Holders |
| Q2 2021 | 9,054 | $10.7M | 0.9% | +191+2.2% | Added | Holders |
| Q1 2021 | 8,863 | $10.1M | 0.9% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.