AssetMark Inc
MKL icon

AssetMark Inc’s Markel Group MKL Stock Holding History

AssetMark Inc’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 		$213K Buy
109
+69
+173% +$129K ﹤0.01% 1425
2026
Q1 		$76.6K Sell
40
-4
-9% -$8.12K ﹤0.01% 1626
2025
Q4 		$94.6K Sell
44
-14
-24% -$28.4K ﹤0.01% 1510
2025
Q3 		$111K Buy
58
+8
+16% +$15.7K ﹤0.01% 1408
2025
Q2 		$99.9K Buy
50
+14
+39% +$26.3K ﹤0.01% 1363
2025
Q1 		$67.3K Hold
36
– – ﹤0.01% 1367
2024
Q4 		$62.1K Buy
36
+21
+140% +$34.8K ﹤0.01% 1362
2024
Q3 		$23.5K Hold
15
– – ﹤0.01% 1462
2024
Q2 		$23.6K Hold
15
– – ﹤0.01% 1356
2024
Q1 		$22.8K Hold
15
– – ﹤0.01% 1268
2023
Q4 		$21.3K Hold
15
– – ﹤0.01% 1285
2023
Q3 		$22.1K Hold
15
– – ﹤0.01% 1227
2023
Q2 		$20.7K Hold
15
– – ﹤0.01% 1202
2023
Q1 		$19.2K Hold
15
– – ﹤0.01% 1190
2022
Q4 		$19.8K Hold
15
– – ﹤0.01% 1209
2022
Q3 		$16K Sell
15
-5
-25% -$6.1K ﹤0.01% 1167
2022
Q2 		$26K Buy
20
+5
+33% +$6.86K ﹤0.01% 1069
2022
Q1 		$22K Hold
15
– – ﹤0.01% 1057
2021
Q4 		$19K Hold
15
– – ﹤0.01% 1063
2021
Q3 		$18K Buy
+15
New +$18.5K ﹤0.01% 953
2018
Q4 		– Sell
-4
Closed -$5K – 1499
2018
Q3 		$5K Hold
4
– – ﹤0.01% 1173
2018
Q2 		$4K Hold
4
– – ﹤0.01% 1200
2018
Q1 		$5K Hold
4
– – ﹤0.01% 1156
2017
Q4 		$5K Hold
4
– – ﹤0.01% 1248
2017
Q3 		$4K Hold
4
– – ﹤0.01% 1179
2017
Q2 		$4K Hold
4
– – ﹤0.01% 1139
2017
Q1 		$4K Buy
+4
New +$3.78K ﹤0.01% 1051

Other funds holding MKL

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

AssetMark Inc's MKL Position: Q2 2026 in Review

AssetMark Inc increased its Markel Group (MKL) stake by 173% in Q2 2026, buying an estimated $129K and bringing the position to 109 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

AssetMark Inc first reported a position in MKL in Q1 2017 and has held it in 27 quarters since. 352 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • AssetMark Inc held 109 shares of Markel Group worth $213K as of Q2 2026.
  • AssetMark Inc bought 69 Markel Group shares in Q2 2026, an estimated $129K.
  • Markel Group made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1425 holding.
  • AssetMark Inc first reported a position in Markel Group in Q1 2017 and has held it in 27 quarters since.
  • 352 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.