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
Q3 		$233K Buy
136
+27
+25% +$50.2K ﹤0.01% 1432
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 		$100K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
E.S. Barr & Co
E.S. Barr & Co Lexington, Kentucky $1.71B AUM 4.4% 1-Year Est. Return

AssetMark Inc's MKL Position: Q3 2026 in Review

AssetMark Inc increased its Markel Group (MKL) stake by 25% in Q3 2026, buying an estimated $50.2K and bringing the position to 136 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

AssetMark Inc first reported a position in MKL in Q1 2017 and has held it in 28 quarters since. 443 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • AssetMark Inc held 136 shares of Markel Group worth $233K as of Q3 2026.
  • AssetMark Inc bought 27 Markel Group shares in Q3 2026, an estimated $50.2K.
  • Markel Group made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1432 holding.
  • AssetMark Inc first reported a position in Markel Group in Q1 2017 and has held it in 28 quarters since.
  • 443 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.