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 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 $20.4B AUM 18.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Luma Capital SA Luxembourg $112M AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return