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 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 $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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Atticus Wealth Management's MKL Position: Q2 2026 in Review

Atticus Wealth Management increased its Markel Group (MKL) stake by 0.75% in Q2 2026, buying an estimated $1.87K and bringing the position to 134 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #164.

Atticus Wealth Management first reported a position in MKL in Q1 2022 and has held it in 9 quarters since. The position peaked at $443K in Q1 2022. 125 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Atticus Wealth Management held 134 shares of Markel Group worth $262K as of Q2 2026.
Atticus Wealth Management bought 1 Markel Group share in Q2 2026, an estimated $1.87K.
Markel Group made up 0.06% of Atticus Wealth Management's portfolio in Q2 2026, its #164 holding.
Atticus Wealth Management first reported a position in Markel Group in Q1 2022 and has held it in 9 quarters since.
Atticus Wealth Management's Markel Group position peaked at $443K in Q1 2022.
125 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.