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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
Q2 		$9.77K 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

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Elevation Wealth Partners's MKL Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Markel Group (MKL) in Q2 2026: 5 shares worth $9.77K. The stake represents ﹤0.01% of the portfolio and ranks #814 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in MKL as recently as Q2 2024.

Elevation Wealth Partners first reported a position in MKL in Q2 2024 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Elevation Wealth Partners held 5 shares of Markel Group worth $9.77K as of Q2 2026.
  • Markel Group was a new Elevation Wealth Partners position in Q2 2026.
  • Markel Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #814 holding.
  • Elevation Wealth Partners first reported a position in Markel Group in Q2 2024 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.