Convergence Financial’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
Q2
$1.31M Buy
+672
New +$1.25M 0.1% 102
2026
Q1
Sell
-385
Closed -$828K 226
2025
Q4
$828K Sell
385
-1
-0.3% -$2.03K 0.12% 89
2025
Q3
$738K Buy
+386
New +$757K 0.11% 99

Other funds holding MKL

Convergence Financial's MKL Position: Q2 2026 in Review

Convergence Financial opened a new position in Markel Group (MKL) in Q2 2026: 672 shares worth $1.31M. The stake represents 0.1% of the portfolio and ranks #102 among its holdings. This is a return to the name: Convergence Financial previously reported a position in MKL as recently as Q4 2025.

Convergence Financial first reported a position in MKL in Q3 2025 and has held it in 3 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Convergence Financial held 672 shares of Markel Group worth $1.31M as of Q2 2026.
  • Markel Group was a new Convergence Financial position in Q2 2026.
  • Markel Group made up 0.1% of Convergence Financial's portfolio in Q2 2026, its #102 holding.
  • Convergence Financial first reported a position in Markel Group in Q3 2025 and has held it in 3 quarters since.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.