Cadent Capital Advisors’s Markel Group MKL Stock Holding History

Cadent Capital 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 Q3	$240K	Hold	140	–	–	0.05%	168
2026 Q2	$273K	Hold	140	–	–	0.06%	165
2026 Q1	$268K	Sell	140 -47	-25%	-$95.4K	0.07%	159
2025 Q4	$402K	Sell	187 -4	-2%	-$8.1K	0.1%	117
2025 Q3	$365K	Sell	191 -78	-29%	-$153K	0.1%	137
2025 Q2	$537K	Hold	269	–	–	0.17%	95
2025 Q1	$503K	Hold	269	–	–	0.18%	78
2024 Q4	$464K	Hold	269	–	–	0.16%	84
2024 Q3	$422K	Hold	269	–	–	0.13%	91
2024 Q2	$424K	Hold	269	–	–	0.17%	78
2024 Q1	$409K	Sell	269 -44	-14%	-$64.5K	0.16%	72
2023 Q4	$444K	Hold	313	–	–	0.22%	60
2023 Q3	$461K	Hold	313	–	–	0.19%	63
2023 Q2	$433K	Hold	313	–	–	0.26%	63
2023 Q1	$400K	Hold	313	–	–	0.18%	69
2022 Q4	$412K	Buy	313 +50	+19%	+$61.9K	0.2%	65
2022 Q3	$285K	Hold	263	–	–	0.16%	76
2022 Q2	$340K	Hold	263	–	–	0.19%	65
2022 Q1	$388K	Hold	263	–	–	0.18%	80
2021 Q4	$325K	Buy	263 +73	+38%	+$92.1K	0.14%	87
2021 Q3	$227K	Hold	190	–	–	0.1%	114
2021 Q2	$225K	Hold	190	–	–	0.09%	127
2021 Q1	$217K	Sell	190 -10	-5%	-$10.8K	0.1%	120
2020 Q4	$207K	Buy	+200	New	+$199K	0.1%	111

Other funds holding MKL

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Canerector Inc Toronto, Ontario, Canada $218M AUM 27.41% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Cadent Capital Advisors's MKL Position: Q3 2026 in Review

Cadent Capital Advisors held its Markel Group (MKL) position steady in Q3 2026 at 140 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #168.

Cadent Capital Advisors first reported a position in MKL in Q4 2020 and has held it in 24 quarters since. The position peaked at $537K in Q2 2025. 55 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Cadent Capital Advisors held 140 shares of Markel Group worth $240K as of Q3 2026.
Cadent Capital Advisors left its Markel Group share count unchanged in Q3 2026.
Markel Group made up 0.05% of Cadent Capital Advisors's portfolio in Q3 2026, its #168 holding.
Cadent Capital Advisors first reported a position in Markel Group in Q4 2020 and has held it in 24 quarters since.
Cadent Capital Advisors's Markel Group position peaked at $537K in Q2 2025.
55 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.