Rothwell Investment Advisors, LLC’s Markel Group MKL Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$118K	Buy	+69	New	+$128K	0.06%	257

Other funds holding MKL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

E.S. Barr & Co Lexington, Kentucky $1.71B AUM 4.4% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MKL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Markel Group (MKL) in Q3 2026: 69 shares worth $118K. The stake represents 0.06% of the portfolio and ranks #257 among its holdings.

445 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Rothwell Investment Advisors, LLC held 69 shares of Markel Group worth $118K as of Q3 2026.
Markel Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Markel Group made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #257 holding.
445 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.