Geneos Wealth Management’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
Q1 | $318K | Buy |
166
+71
| +75% | +$144K | 0.01% | 816 |
|
|
2025
Q4 | $204K | Sell |
95
-11
| -10% | -$22.3K | 0.01% | 919 |
|
|
2025
Q3 | $203K | Sell |
106
-5
| -5% | -$9.8K | 0.01% | 900 |
|
|
2025
Q2 | $222K | Sell |
111
-83
| -43% | -$156K | 0.01% | 954 |
|
|
2025
Q1 | $363K | Buy |
194
+117
| +152% | +$215K | 0.01% | 1014 |
|
|
2024
Q4 | $133K | Hold |
77
| – | – | ﹤0.01% | 973 |
|
|
2024
Q3 | $121K | Buy |
77
+1
| +1% | +$1.56K | ﹤0.01% | 906 |
|
|
2024
Q2 | $120K | Hold |
76
| – | – | 0.01% | 824 |
|
|
2024
Q1 | $116K | Buy |
76
+23
| +43% | +$33.7K | 0.01% | 817 |
|
|
2023
Q4 | $75.3K | Hold |
53
| – | – | ﹤0.01% | 930 |
|
|
2023
Q3 | $78K | Buy |
53
+11
| +26% | +$16.1K | ﹤0.01% | 945 |
|
|
2023
Q2 | $58.1K | Hold |
42
| – | – | ﹤0.01% | 1034 |
|
|
2023
Q1 | $53.7K | Hold |
42
| – | – | ﹤0.01% | 1052 |
|
|
2022
Q4 | $55.3K | Buy |
42
+4
| +11% | +$4.95K | ﹤0.01% | 1021 |
|
|
2022
Q3 | $41K | Sell |
38
-6
| -14% | -$7.32K | ﹤0.01% | 1087 |
|
|
2022
Q2 | $58K | Hold |
44
| – | – | ﹤0.01% | 1223 |
|
|
2022
Q1 | $64K | Sell |
44
-1
| -2% | -$1.29K | ﹤0.01% | 1267 |
|
|
2021
Q4 | $55K | Hold |
45
| – | – | ﹤0.01% | 1438 |
|
|
2021
Q3 | $54K | Hold |
45
| – | – | ﹤0.01% | 1453 |
|
|
2021
Q2 | $54K | Sell |
45
-5
| -10% | -$5.99K | ﹤0.01% | 1441 |
|
|
2021
Q1 | $58K | Hold |
50
| – | – | ﹤0.01% | 1549 |
|
|
2020
Q4 | $57K | Sell |
50
-10
| -17% | -$9.97K | ﹤0.01% | 1397 |
|
|
2020
Q3 | $56K | Hold |
60
| – | – | ﹤0.01% | 1202 |
|
|
2020
Q2 | $52K | Hold |
60
| – | – | ﹤0.01% | 1197 |
|
|
2020
Q1 | $53K | Sell |
60
-148
| -71% | -$169K | ﹤0.01% | 1089 |
|
|
2019
Q4 | $233K | Buy |
208
+10
| +5% | +$11.4K | 0.01% | 649 |
|
|
2019
Q3 | $234K | Buy |
198
+2
| +1% | +$2.27K | 0.01% | 601 |
|
|
2019
Q2 | $213K | Hold |
196
| – | – | 0.01% | 650 |
|
|
2019
Q1 | $195K | Buy |
196
+5
| +3% | +$5.08K | 0.01% | 646 |
|
|
2018
Q4 | $193K | Buy |
191
+90
| +89% | +$98.4K | 0.01% | 614 |
|
|
2018
Q3 | $120K | Hold |
101
| – | – | 0.01% | 819 |
|
|
2018
Q2 | $109K | Hold |
101
| – | – | 0.01% | 762 |
|
|
2018
Q1 | $118K | Hold |
101
| – | – | 0.01% | 694 |
|
|
2017
Q4 | $115K | Buy |
101
+6
| +6% | +$6.56K | 0.01% | 700 |
|
|
2017
Q3 | $101K | Hold |
95
| – | – | 0.01% | 695 |
|
|
2017
Q2 | $92K | Buy |
95
+24
| +34% | +$23.3K | 0.01% | 708 |
|
|
2017
Q1 | $69K | Hold |
71
| – | – | 0.01% | 778 |
|
|
2016
Q4 | $64K | Sell |
71
-17
| -19% | -$15.2K | 0.01% | 744 |
|
|
2016
Q3 | $81K | Hold |
88
| – | – | 0.01% | 650 |
|
|
2016
Q2 | $82K | Hold |
88
| – | – | 0.01% | 644 |
|
|
2016
Q1 | $79K | Buy |
+88
| New | +$75.6K | 0.01% | 651 |
|
Other funds holding MKL
VCM
VPM
DSA
VLKIM
Geneos Wealth Management's MKL Position: Q1 2026 in Review
Geneos Wealth Management increased its Markel Group (MKL) stake by 75% in Q1 2026, buying an estimated $144K and bringing the position to 166 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #816.
Geneos Wealth Management first reported a position in MKL in Q1 2016 and has held it in 41 quarters since. The position peaked at $363K in Q1 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.
- Geneos Wealth Management held 166 shares of Markel Group worth $318K as of Q1 2026.
- Geneos Wealth Management bought 71 Markel Group shares in Q1 2026, an estimated $144K.
- Markel Group made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #816 holding.
- Geneos Wealth Management first reported a position in Markel Group in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Markel Group position peaked at $363K in Q1 2025.
- 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.