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Burkett Financial Services’s Markel Group MKL Stock Holding History

Burkett Financial Services’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 		$10.3K Hold
6
– – ﹤0.01% 294
2026
Q2 		$11.7K Buy
+6
New +$11.2K ﹤0.01% 171

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

Burkett Financial Services's MKL Position: Q3 2026 in Review

Burkett Financial Services held its Markel Group (MKL) position steady in Q3 2026 at 6 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Burkett Financial Services first reported a position in MKL in Q2 2026 and has held it in 2 quarters since. The position peaked at $11.7K in Q2 2026. 31 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Burkett Financial Services held 6 shares of Markel Group worth $10.3K as of Q3 2026.
  • Burkett Financial Services left its Markel Group share count unchanged in Q3 2026.
  • Markel Group made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #294 holding.
  • Burkett Financial Services first reported a position in Markel Group in Q2 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's Markel Group position peaked at $11.7K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.