Acima Private Wealth’s Markel Group MKL Stock Holding History

Acima Private Wealth’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	$308K	Hold	180	–	–	0.09%	97
2026 Q2	$352K	Sell	180 -15	-8%	-$28K	0.1%	92
2026 Q1	$373K	Hold	195	–	–	0.12%	87
2025 Q4	$419K	Sell	195 -37	-16%	-$75K	0.13%	85
2025 Q3	$443K	Hold	232	–	–	0.14%	80
2025 Q2	$463K	Sell	232 -20	-8%	-$37.5K	0.16%	73
2025 Q1	$471K	Sell	252 -24	-9%	-$44.2K	0.17%	70
2024 Q4	$476K	Hold	276	–	–	0.16%	79
2024 Q3	$433K	Hold	276	–	–	0.15%	82
2024 Q2	$435K	Hold	276	–	–	0.16%	82
2024 Q1	$420K	Hold	276	–	–	0.15%	89
2023 Q4	$392K	Hold	276	–	–	0.15%	92
2023 Q3	$406K	Hold	276	–	–	0.18%	95
2023 Q2	$382K	Hold	276	–	–	0.18%	93
2023 Q1	$353K	Hold	276	–	–	0.17%	94
2022 Q4	$364K	Hold	276	–	–	0.19%	91
2022 Q3	$299K	Hold	276	–	–	0.15%	95
2022 Q2	$357K	Hold	276	–	–	0.18%	92
2022 Q1	$407K	Sell	276 -163	-37%	-$211K	0.19%	98
2021 Q4	$542K	Hold	439	–	–	0.23%	82
2021 Q3	$525K	Hold	439	–	–	0.24%	79
2021 Q2	$521K	Hold	439	–	–	0.24%	79
2021 Q1	$500K	Hold	439	–	–	0.25%	81
2020 Q4	$454K	Hold	439	–	–	0.24%	82
2020 Q3	$427K	Hold	439	–	–	0.26%	81
2020 Q2	$405K	Hold	439	–	–	0.26%	80
2020 Q1	$407K	Sell	439 -30	-6%	-$34.3K	0.31%	76
2019 Q4	$536K	Buy	469 +100	+27%	+$114K	0.37%	69
2019 Q3	$436K	Hold	369	–	–	0.33%	73
2019 Q2	$402K	Hold	369	–	–	0.32%	73
2019 Q1	$368K	Hold	369	–	–	0.31%	74
2018 Q4	$383K	Buy	+369	New	+$404K	0.38%	66

Other funds holding MKL

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

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

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

Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Canerector Inc Toronto, Ontario, Canada $218M AUM 27.41% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Acima Private Wealth's MKL Position: Q3 2026 in Review

Acima Private Wealth held its Markel Group (MKL) position steady in Q3 2026 at 180 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #97.

Acima Private Wealth first reported a position in MKL in Q4 2018 and has held it in 32 quarters since. The position peaked at $542K in Q4 2021. 70 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Acima Private Wealth held 180 shares of Markel Group worth $308K as of Q3 2026.
Acima Private Wealth left its Markel Group share count unchanged in Q3 2026.
Markel Group made up 0.09% of Acima Private Wealth's portfolio in Q3 2026, its #97 holding.
Acima Private Wealth first reported a position in Markel Group in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's Markel Group position peaked at $542K in Q4 2021.
70 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.