CWM
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Chemistry Wealth Management’s Markel Group MKL Stock Holding History

Chemistry 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 		$6.2M Buy
3,174
+170
+6% +$317K 0.99% 20
2026
Q1 		$5.75M Buy
3,004
+44
+1% +$89.3K 1.01% 18
2025
Q4 		$6.36M Buy
2,960
+17
+0.6% +$34.4K 1.19% 16
2025
Q3 		$5.63M Buy
2,943
+131
+5% +$257K 1.09% 17
2025
Q2 		$5.62M Buy
2,812
+63
+2% +$118K 1.2% 15
2025
Q1 		$5.14M Sell
2,749
-24
-0.9% -$44.2K 1.2% 15
2024
Q4 		$4.79M Buy
2,773
+186
+7% +$309K 1.12% 18
2024
Q3 		$4.06M Buy
2,587
+58
+2% +$90.8K 0.96% 21
2024
Q2 		$3.98M Buy
2,529
+69
+3% +$107K 1.03% 19
2024
Q1 		$3.74M Buy
2,460
+128
+5% +$188K 1.01% 19
2023
Q4 		$3.31M Buy
2,332
+157
+7% +$223K 1% 21
2023
Q3 		$3.2M Buy
2,175
+287
+15% +$420K 1.06% 18
2023
Q2 		$2.61M Buy
1,888
+209
+12% +$280K 0.85% 22
2023
Q1 		$2.14M Buy
1,679
+27
+2% +$35.9K 0.75% 26
2022
Q4 		$2.18M Sell
1,652
-13
-0.8% -$16.1K 0.85% 22
2022
Q3 		$1.8M Buy
1,665
+19
+1% +$23.2K 0.71% 27
2022
Q2 		$2.13M Buy
1,646
+82
+5% +$113K 0.81% 26
2022
Q1 		$2.31M Buy
+1,564
New +$2.02M 0.79% 28

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
CCM
Check Capital Management Costa Mesa, California $3.64B AUM 15.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Chemistry Wealth Management increased its Markel Group (MKL) stake by 5.7% in Q2 2026, buying an estimated $317K and bringing the position to 3,174 shares worth $6.2M. The position accounts for 0.99% of the portfolio, ranked #20.

Chemistry Wealth Management first reported a position in MKL in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.36M in Q4 2025. 364 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Chemistry Wealth Management held 3,174 shares of Markel Group worth $6.2M as of Q2 2026.
  • Chemistry Wealth Management bought 170 Markel Group shares in Q2 2026, an estimated $317K.
  • Markel Group made up 0.99% of Chemistry Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Chemistry Wealth Management first reported a position in Markel Group in Q1 2022 and has held it in 18 quarters since.
  • Chemistry Wealth Management's Markel Group position peaked at $6.36M in Q4 2025.
  • 364 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.