Ashton Thomas Securities’s Markel Group MKL Stock Holding History

Ashton Thomas Securities’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	$1.89M	Sell	1,103 -190	-15%	-$353K	0.2%	112
2026 Q2	$2.53M	Sell	1,293 -278	-18%	-$519K	0.37%	52
2026 Q1	$3.01M	Sell	1,571 -97	-6%	-$197K	0.38%	63
2025 Q4	$3.59M	Sell	1,668 -58	-3%	-$118K	0.68%	33
2025 Q3	$3.3M	Sell	1,726 -377	-18%	-$739K	0.46%	52
2025 Q2	$4.2M	Buy	2,103 +24	+1%	+$45K	1.02%	20
2025 Q1	$3.89M	Buy	2,079 +23	+1%	+$42.3K	1.08%	19
2024 Q4	$3.55M	Buy	2,056 +48	+2%	+$79.6K	0.97%	23
2024 Q3	$3.15M	Buy	2,008 +143	+8%	+$224K	0.61%	39
2024 Q2	$2.9M	Buy	+1,865	New	+$2.9M	0.7%	33

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

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 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

Ashton Thomas Securities's MKL Position: Q3 2026 in Review

Ashton Thomas Securities reduced its Markel Group (MKL) stake by 15% in Q3 2026, selling an estimated $353K and leaving 1,103 shares worth $1.89M. The position accounts for 0.2% of the portfolio, ranked #112.

Ashton Thomas Securities first reported a position in MKL in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.2M in Q2 2025. 450 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Ashton Thomas Securities held 1,103 shares of Markel Group worth $1.89M as of Q3 2026.
Ashton Thomas Securities sold 190 Markel Group shares in Q3 2026, an estimated $353K.
Markel Group made up 0.2% of Ashton Thomas Securities's portfolio in Q3 2026, its #112 holding.
Ashton Thomas Securities first reported a position in Markel Group in Q2 2024 and has held it in 10 quarters since.
Ashton Thomas Securities's Markel Group position peaked at $4.2M in Q2 2025.
450 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.