Genesis Private Wealth’s Markel Group MKL Stock Holding History

Genesis Private Wealth’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	$242K	Buy	124 +3	+2%	+$5.6K	0.07%	165
2026 Q1	$232K	Sell	121 -6	-5%	-$12.2K	0.07%	162
2025 Q4	$273K	Sell	127 -22	-15%	-$44.6K	0.08%	139
2025 Q3	$285K	Hold	149	–	–	0.12%	103
2025 Q2	$298K	Sell	149 -5	-3%	-$9.38K	0.14%	90
2025 Q1	$288K	Sell	154 -13	-8%	-$23.9K	0.15%	84
2024 Q4	$288K	Buy	+167	New	+$277K	0.16%	79

Other funds holding MKL

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Genesis Private Wealth's MKL Position: Q2 2026 in Review

Genesis Private Wealth increased its Markel Group (MKL) stake by 2.5% in Q2 2026, buying an estimated $5.6K and bringing the position to 124 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #165.

Genesis Private Wealth first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $298K in Q2 2025. 161 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Genesis Private Wealth held 124 shares of Markel Group worth $242K as of Q2 2026.
Genesis Private Wealth bought 3 Markel Group shares in Q2 2026, an estimated $5.6K.
Markel Group made up 0.07% of Genesis Private Wealth's portfolio in Q2 2026, its #165 holding.
Genesis Private Wealth first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's Markel Group position peaked at $298K in Q2 2025.
161 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.