Elevation Wealth Partners
MKL icon

Elevation Wealth Partners’s Markel Group MKL Stock Holding History

Elevation Wealth Partners’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 		$1.71K Sell
1
-4
-80% -$7.43K ﹤0.01% 1256
2026
Q2 		$9.8K Buy
+5
New +$9.34K ﹤0.01% 814
2024
Q3 		– Sell
-4
Closed -$6.3K – 524
2024
Q2 		$6.3K Buy
+4
New +$6.21K ﹤0.01% 370

Other funds holding MKL

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Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Steginsky Capital
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
Lincoln Capital
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return

Elevation Wealth Partners's MKL Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Markel Group (MKL) stake by 80% in Q3 2026, selling an estimated $7.43K and leaving 1 share worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Elevation Wealth Partners first reported a position in MKL in Q2 2024 and has held it in 3 quarters since. The position peaked at $9.8K in Q2 2026. 245 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Elevation Wealth Partners held 1 share of Markel Group worth $1.71K as of Q3 2026.
  • Elevation Wealth Partners sold 4 Markel Group shares in Q3 2026, an estimated $7.43K.
  • Markel Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1256 holding.
  • Elevation Wealth Partners first reported a position in Markel Group in Q2 2024 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Markel Group position peaked at $9.8K in Q2 2026.
  • 245 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.