Atticus Wealth Management’s Markel Group MKL Stock Holding History

Atticus Wealth Management’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	$216K	Sell	126 -8	-6%	-$14.9K	0.05%	182
2026 Q2	$262K	Buy	134 +1	+0.8%	+$1.87K	0.06%	164
2026 Q1	$255K	Buy	133 +4	+3%	+$8.12K	0.07%	159
2025 Q4	$277K	Hold	129	–	–	0.07%	166
2025 Q3	$247K	Buy	129 +60	+87%	+$118K	0.06%	185
2025 Q2	$138K	Buy	+69	New	+$129K	0.04%	211
2023 Q1	–	Sell	-300	Closed	-$395K	–	570
2022 Q4	$395K	Hold	300	–	–	0.16%	87
2022 Q3	$388K	Hold	300	–	–	0.19%	74
2022 Q2	$388K	Hold	300	–	–	0.16%	88
2022 Q1	$443K	Buy	+300	New	+$388K	0.16%	97

Other funds holding MKL

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

CIA

Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return

Atticus Wealth Management's MKL Position: Q3 2026 in Review

Atticus Wealth Management reduced its Markel Group (MKL) stake by 6% in Q3 2026, selling an estimated $14.9K and leaving 126 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #182.

Atticus Wealth Management first reported a position in MKL in Q1 2022 and has held it in 10 quarters since. The position peaked at $443K in Q1 2022. 243 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Atticus Wealth Management held 126 shares of Markel Group worth $216K as of Q3 2026.
Atticus Wealth Management sold 8 Markel Group shares in Q3 2026, an estimated $14.9K.
Markel Group made up 0.05% of Atticus Wealth Management's portfolio in Q3 2026, its #182 holding.
Atticus Wealth Management first reported a position in Markel Group in Q1 2022 and has held it in 10 quarters since.
Atticus Wealth Management's Markel Group position peaked at $443K in Q1 2022.
243 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.