B. Riley Wealth Advisors’s Markel Group MKL Stock Holding History

B. Riley Wealth Advisors’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	$227K	Buy	116 +4	+4%	+$7.47K	0.01%	724
2026 Q1	$211K	Sell	112 -11	-9%	-$22.3K	0.01%	705
2025 Q4	$264K	Buy	123 +13	+12%	+$26.3K	0.01%	750
2025 Q3	$210K	Sell	110 -22	-17%	-$43.1K	0.01%	878
2025 Q2	$264K	Buy	+132	New	+$248K	0.01%	766
2015 Q1	–	Sell	-35	Closed	-$24	–	1412
2014 Q4	$24	Buy	+35	New	+$23.7K	﹤0.01%	2464
2014 Q3	–	Sell	-41	Closed	-$26.8K	–	1390
2014 Q2	$26.8K	Buy	+41	New	+$25.8K	0.01%	1335

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

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

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

B. Riley Wealth Advisors's MKL Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Markel Group (MKL) stake by 3.6% in Q2 2026, buying an estimated $7.47K and bringing the position to 116 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #724.

B. Riley Wealth Advisors first reported a position in MKL in Q2 2014 and has held it in 7 quarters since. The position peaked at $264K in Q4 2025. 154 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

B. Riley Wealth Advisors held 116 shares of Markel Group worth $227K as of Q2 2026.
B. Riley Wealth Advisors bought 4 Markel Group shares in Q2 2026, an estimated $7.47K.
Markel Group made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #724 holding.
B. Riley Wealth Advisors first reported a position in Markel Group in Q2 2014 and has held it in 7 quarters since.
B. Riley Wealth Advisors's Markel Group position peaked at $264K in Q4 2025.
154 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.