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 Q3	$211K	Sell	123 -1	-0.8%	-$1.86K	0.06%	172
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 $19.9B AUM 12.67% 1-Year Est. Return

Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Genesis Private Wealth's MKL Position: Q3 2026 in Review

Genesis Private Wealth reduced its Markel Group (MKL) stake by 0.81% in Q3 2026, selling an estimated $1.86K and leaving 123 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #172.

Genesis Private Wealth first reported a position in MKL in Q4 2024 and has held it in 8 quarters since. The position peaked at $298K in Q2 2025. 345 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Genesis Private Wealth held 123 shares of Markel Group worth $211K as of Q3 2026.
Genesis Private Wealth sold 1 Markel Group share in Q3 2026, an estimated $1.86K.
Markel Group made up 0.06% of Genesis Private Wealth's portfolio in Q3 2026, its #172 holding.
Genesis Private Wealth first reported a position in Markel Group in Q4 2024 and has held it in 8 quarters since.
Genesis Private Wealth's Markel Group position peaked at $298K in Q2 2025.
345 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.