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Baron Wealth Management’s Markel Group MKL Stock Holding History

Baron 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 		$205K Sell
105
-33
-24% -$61.6K 0.05% 284
2026
Q1 		$264K Hold
138
– – 0.08% 202
2025
Q4 		$297K Buy
+138
New +$280K 0.09% 175

Other funds holding MKL

DC
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SC
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
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

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

Baron Wealth Management reduced its Markel Group (MKL) stake by 24% in Q2 2026, selling an estimated $61.6K and leaving 105 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #284.

Baron Wealth Management first reported a position in MKL in Q4 2025 and has held it in 3 quarters since. The position peaked at $297K in Q4 2025. 117 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Baron Wealth Management held 105 shares of Markel Group worth $205K as of Q2 2026.
  • Baron Wealth Management sold 33 Markel Group shares in Q2 2026, an estimated $61.6K.
  • Markel Group made up 0.05% of Baron Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Baron Wealth Management first reported a position in Markel Group in Q4 2025 and has held it in 3 quarters since.
  • Baron Wealth Management's Markel Group position peaked at $297K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.