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Baker Tilly Wealth Management’s Markel Group MKL Stock Holding History

Baker Tilly 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 		– Sell
-194
Closed -$379K – 301
2026
Q2 		$379K Sell
194
-17
-8% -$31.7K 0.08% 197
2026
Q1 		$404K Sell
211
-22
-9% -$44.6K 0.1% 176
2025
Q4 		$501K Sell
233
-24
-9% -$48.6K 0.12% 156
2025
Q3 		$491K Buy
257
+1
+0.4% +$1.96K 0.11% 152
2025
Q2 		$511K Sell
256
-11
-4% -$20.6K 0.18% 118
2025
Q1 		$499K Buy
267
+3
+1% +$5.52K 0.2% 116
2024
Q4 		$456K Buy
264
+18
+7% +$29.9K 0.18% 126
2024
Q3 		$386K Buy
246
+48
+24% +$75.1K 0.17% 139
2024
Q2 		$312K Buy
198
+10
+5% +$15.5K 0.13% 192
2024
Q1 		$286K Buy
188
+2
+1% +$2.93K 0.05% 352
2023
Q4 		$264K Sell
186
-60
-24% -$85.1K 0.04% 406
2023
Q3 		$362K Sell
246
-794
-76% -$1.16M 0.06% 330
2023
Q2 		$1.44M Buy
1,040
+7
+0.7% +$9.39K 0.15% 146
2023
Q1 		$1.32M Sell
1,033
-290
-22% -$385K 0.15% 151
2022
Q4 		$1.74M Buy
1,323
+382
+41% +$473K 0.21% 112
2022
Q3 		$1.02M Buy
941
+241
+34% +$294K 0.14% 157
2022
Q2 		$905K Buy
700
+19
+3% +$26.1K 0.12% 190
2022
Q1 		$1M Buy
681
+212
+45% +$274K 0.11% 194
2021
Q4 		$579K Buy
469
+118
+34% +$149K 0.06% 324
2021
Q3 		$419K Buy
351
+56
+19% +$69K 0.06% 358
2021
Q2 		$350K Buy
295
+6
+2% +$7.19K 0.06% 363
2021
Q1 		$329K Buy
+289
New +$312K 0.07% 336

Other funds holding MKL

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Baker Tilly Wealth Management's MKL Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of Markel Group (MKL) in Q3 2026, closing a stake of 194 shares — an estimated $379K sold.

Baker Tilly Wealth Management first reported a position in MKL in Q1 2021 and held it in 22 quarters. The position peaked at $1.74M in Q4 2022. 31 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining Markel Group position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 194 Markel Group shares in Q3 2026, an estimated $379K.
  • Baker Tilly Wealth Management first reported a position in Markel Group in Q1 2021 and held it in 22 quarters.
  • Baker Tilly Wealth Management's Markel Group position peaked at $1.74M in Q4 2022.
  • 31 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.