Diversify Advisory Services’s Markel Group MKL Stock Holding History

Diversify Advisory Services’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	$1.27M	Buy	696 +15	+2%	+$27.9K	0.02%	577
2026 Q2	$1.37M	Buy	+681	New	+$1.27M	0.02%	529
2026 Q1	–	Sell	-116	Closed	-$239K	–	608
2025 Q4	$239K	Buy	116 +5	+5%	+$10.1K	0.01%	820
2025 Q3	$217K	Buy	111 +4	+4%	+$7.84K	0.01%	824
2025 Q2	$206K	Buy	+107	New	+$201K	0.01%	791
2024 Q3	–	Sell	-170	Closed	-$264K	–	662
2024 Q2	$264K	Sell	170 -207	-55%	-$321K	0.01%	540
2024 Q1	$569K	Buy	+377	New	+$553K	0.03%	389

Other funds holding MKL

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

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

Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return

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

CIA

Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Diversify Advisory Services's MKL Position: Q3 2026 in Review

Diversify Advisory Services increased its Markel Group (MKL) stake by 2.2% in Q3 2026, buying an estimated $27.9K and bringing the position to 696 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #577.

Diversify Advisory Services first reported a position in MKL in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q2 2026. 150 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Diversify Advisory Services held 696 shares of Markel Group worth $1.27M as of Q3 2026.
Diversify Advisory Services bought 15 Markel Group shares in Q3 2026, an estimated $27.9K.
Markel Group made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #577 holding.
Diversify Advisory Services first reported a position in Markel Group in Q1 2024 and has held it in 7 quarters since.
Diversify Advisory Services's Markel Group position peaked at $1.37M in Q2 2026.
150 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.