Carson Wealth (CWM LLC)’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $729K | Sell |
381
-4
| -1% | -$8.12K | ﹤0.01% | 1761 |
|
|
2025
Q4 | $828K | Sell |
385
-22
| -5% | -$44.6K | ﹤0.01% | 1611 |
|
|
2025
Q3 | $778K | Sell |
407
-81
| -17% | -$159K | ﹤0.01% | 1542 |
|
|
2025
Q2 | $975K | Buy |
488
+102
| +26% | +$191K | ﹤0.01% | 1247 |
|
|
2025
Q1 | $722K | Buy |
386
+71
| +23% | +$131K | ﹤0.01% | 1307 |
|
|
2024
Q4 | $544K | Buy |
315
+65
| +26% | +$108K | ﹤0.01% | 1343 |
|
|
2024
Q3 | $392K | Buy |
250
+35
| +16% | +$54.8K | ﹤0.01% | 1416 |
|
|
2024
Q2 | $339K | Buy |
215
+1
| +0.5% | +$1.55K | ﹤0.01% | 1339 |
|
|
2024
Q1 | $326K | Buy |
214
+57
| +36% | +$83.6K | ﹤0.01% | 1299 |
|
|
2023
Q4 | $223K | Buy |
157
+47
| +43% | +$66.7K | ﹤0.01% | 1379 |
|
|
2023
Q3 | $162K | Sell |
110
-4
| -4% | -$5.86K | ﹤0.01% | 1395 |
|
|
2023
Q2 | $158K | Buy |
114
+33
| +41% | +$44.3K | ﹤0.01% | 1343 |
|
|
2023
Q1 | $103K | Buy |
81
+20
| +33% | +$26.6K | ﹤0.01% | 1480 |
|
|
2022
Q4 | $80K | Sell |
61
-13
| -18% | -$16.1K | ﹤0.01% | 1483 |
|
|
2022
Q3 | $80K | Sell |
74
-59
| -44% | -$72K | ﹤0.01% | 1438 |
|
|
2022
Q2 | $172K | Buy |
133
+31
| +30% | +$42.5K | ﹤0.01% | 1099 |
|
|
2022
Q1 | $150K | Buy |
102
+72
| +240% | +$93K | ﹤0.01% | 1166 |
|
|
2021
Q4 | $37K | Buy |
+30
| New | +$37.9K | ﹤0.01% | 1698 |
|
|
2021
Q2 | $6K | Hold |
5
| – | – | ﹤0.01% | 2306 |
|
|
2021
Q1 | $6K | Hold |
5
| – | – | ﹤0.01% | 2306 |
|
|
2020
Q4 | $6K | Hold |
5
| – | – | ﹤0.01% | 2305 |
|
|
2020
Q3 | $6K | Hold |
5
| – | – | ﹤0.01% | 2305 |
|
|
2020
Q2 | $6K | Hold |
5
| – | – | ﹤0.01% | 2305 |
|
|
2020
Q1 | $6K | Hold |
5
| – | – | ﹤0.01% | 2305 |
|
|
2019
Q4 | $6K | Hold |
5
| – | – | ﹤0.01% | 2305 |
|
|
2019
Q3 | $6K | Hold |
5
| – | – | ﹤0.01% | 2305 |
|
|
2019
Q2 | $6K | Hold |
5
| – | – | ﹤0.01% | 2305 |
|
|
2019
Q1 | $6K | Buy |
5
+4
| +400% | +$4.06K | ﹤0.01% | 2305 |
|
|
2018
Q4 | $1K | Buy |
+1
| New | +$1.09K | ﹤0.01% | 1933 |
|
|
2018
Q2 | – | Sell |
-1
| Closed | -$1K | – | 1739 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 1301 |
|
|
2017
Q4 | $1K | Sell |
1
-5
| -83% | -$5.47K | ﹤0.01% | 1375 |
|
|
2017
Q3 | $6K | Buy |
+6
| New | +$6.2K | ﹤0.01% | 1035 |
|
|
2014
Q1 | – | Sell |
-75
| Closed | -$44K | – | 361 |
|
|
2013
Q4 | $44K | Buy |
75
+1
| +1% | +$543 | 0.01% | 279 |
|
|
2013
Q3 | $38K | Buy |
+74
| New | +$38.9K | 0.01% | 208 |
|
Other funds holding MKL
DSA
VLKIM
Carson Wealth (CWM LLC)'s MKL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Markel Group (MKL) stake by 1% in Q1 2026, selling an estimated $8.12K and leaving 381 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.
Carson Wealth (CWM LLC) first reported a position in MKL in Q3 2013 and has held it in 34 quarters since. The position peaked at $975K in Q2 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q1 2026.
- Carson Wealth (CWM LLC) held 381 shares of Markel Group worth $729K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 4 Markel Group shares in Q1 2026, an estimated $8.12K.
- Markel Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1761 holding.
- Carson Wealth (CWM LLC) first reported a position in Markel Group in Q3 2013 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Markel Group position peaked at $975K in Q2 2025.
- 930 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.