CI
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CX Institutional’s Markel Group MKL Stock Holding History

CX Institutional’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 		– Sell
-2
Closed -$4K – 1715
2026
Q2 		$4K Sell
2
-4
-67% -$7.47K ﹤0.01% 1392
2026
Q1 		$11K Buy
+6
New +$12.2K ﹤0.01% 1279
2023
Q1 		– Sell
-2,658
Closed -$3.5M – 542
2022
Q4 		$3.5M Buy
+2,658
New +$3.29M 0.21% 137
2020
Q3 		– Sell
-2
Closed -$2K – 904
2020
Q2 		$2K Buy
+2
New +$1.82K ﹤0.01% 753
2019
Q3 		– Sell
-31
Closed -$34K – 893
2019
Q2 		$34K Buy
31
+1
+3% +$1.05K 0.01% 349
2019
Q1 		$30K Hold
30
– – 0.01% 365
2018
Q4 		$31K Buy
+30
New +$32.8K 0.01% 288

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

CX Institutional's MKL Position: Q3 2026 in Review

CX Institutional sold out of Markel Group (MKL) in Q3 2026, closing a stake of 2 shares — an estimated $4K sold.

CX Institutional first reported a position in MKL in Q4 2018 and held it in 7 quarters. The position peaked at $3.5M in Q4 2022. 31 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • CX Institutional reported no remaining Markel Group position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 2 Markel Group shares in Q3 2026, an estimated $4K.
  • CX Institutional first reported a position in Markel Group in Q4 2018 and held it in 7 quarters.
  • CX Institutional's Markel Group position peaked at $3.5M in Q4 2022.
  • 31 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.