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Allen Mooney & Barnes Investment Advisors’s Markel Group MKL Stock Holding History

Allen Mooney & Barnes Investment 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 		$483K Hold
282
– – 0.07% 100
2026
Q2 		$551K Sell
282
-15
-5% -$28K 0.08% 92
2026
Q1 		$568K Hold
297
– – 0.08% 99
2025
Q4 		$638K Buy
297
+50
+20% +$101K 0.1% 87
2025
Q3 		$472K Hold
247
– – 0.07% 108
2025
Q2 		$493K Buy
247
+25
+11% +$46.9K 0.08% 106
2025
Q1 		$415K Hold
222
– – 0.07% 108
2024
Q4 		$383K Sell
222
-50
-18% -$83K 0.06% 114
2024
Q3 		$427K Buy
+272
New +$426K 0.07% 109
2024
Q2 		– Sell
-404
Closed -$583K – 156
2024
Q1 		$583K Sell
404
-1,172
-74% -$1.72M 0.11% 91
2023
Q4 		$2.24M Buy
1,576
+560
+55% +$794K 0.43% 52
2023
Q3 		$1.5M Buy
+1,016
New +$1.49M 0.32% 57

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
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 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

Allen Mooney & Barnes Investment Advisors's MKL Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors held its Markel Group (MKL) position steady in Q3 2026 at 282 shares worth $483K. The position accounts for 0.07% of the portfolio, ranked #100.

Allen Mooney & Barnes Investment Advisors first reported a position in MKL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.24M in Q4 2023. 25 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 282 shares of Markel Group worth $483K as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors left its Markel Group share count unchanged in Q3 2026.
  • Markel Group made up 0.07% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #100 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Markel Group in Q3 2023 and has held it in 12 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Markel Group position peaked at $2.24M in Q4 2023.
  • 25 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.