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Adams Asset Advisors’s Markel Group MKL Stock Holding History

Adams Asset Advisors’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 		$10.3M Buy
6,000
+4,000
+200% +$7.43M 1.04% 30
2026
Q2 		$3.91M Buy
2,000
+950
+90% +$1.77M 0.44% 46
2026
Q1 		$2.01M Buy
+1,050
New +$2.13M 0.23% 58

Other funds holding MKL

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Adams Asset Advisors's MKL Position: Q3 2026 in Review

Adams Asset Advisors increased its Markel Group (MKL) stake by 200% in Q3 2026, buying an estimated $7.43M and bringing the position to 6,000 shares worth $10.3M. The position accounts for 1.04% of the portfolio, ranked #30.

Adams Asset Advisors first reported a position in MKL in Q1 2026 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Adams Asset Advisors held 6,000 shares of Markel Group worth $10.3M as of Q3 2026.
  • Adams Asset Advisors bought 4,000 Markel Group shares in Q3 2026, an estimated $7.43M.
  • Markel Group made up 1.04% of Adams Asset Advisors's portfolio in Q3 2026, its #30 holding.
  • Adams Asset Advisors first reported a position in Markel Group in Q1 2026 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Adams Asset Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.