Heartwood Wealth Advisors’s Markel Group MKL Stock Holding History

Heartwood Wealth Advisors’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	$387K	Buy	226 +6	+3%	+$11.1K	0.03%	155
2026 Q2	$430K	Buy	220 +26	+13%	+$48.6K	0.03%	153
2026 Q1	$371K	Sell	194 -2	-1%	-$4.06K	0.03%	153
2025 Q4	$421K	Buy	196 +2	+1%	+$4.05K	0.04%	127
2025 Q3	$371K	Hold	194	–	–	0.03%	142
2025 Q2	$387K	Hold	194	–	–	0.04%	122
2025 Q1	$363K	Sell	194 -1	-0.5%	-$1.84K	0.04%	120
2024 Q4	$337K	Buy	195 +1	+0.5%	+$1.66K	0.04%	125
2024 Q3	$304K	Hold	194	–	–	0.03%	133
2024 Q2	$306K	Hold	194	–	–	0.04%	132
2024 Q1	$295K	Hold	194	–	–	0.04%	117
2023 Q4	$275K	Hold	194	–	–	0.04%	113
2023 Q3	$286K	Buy	194 +11	+6%	+$16.1K	0.04%	109
2023 Q2	$253K	Buy	183 +17	+10%	+$22.8K	0.04%	120
2023 Q1	$212K	Buy	+166	New	+$221K	0.03%	123

Other funds holding MKL

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Heartwood Wealth Advisors's MKL Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Markel Group (MKL) stake by 2.7% in Q3 2026, buying an estimated $11.1K and bringing the position to 226 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #155.

Heartwood Wealth Advisors first reported a position in MKL in Q1 2023 and has held it in 15 quarters since. The position peaked at $430K in Q2 2026. 31 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Heartwood Wealth Advisors held 226 shares of Markel Group worth $387K as of Q3 2026.
Heartwood Wealth Advisors bought 6 Markel Group shares in Q3 2026, an estimated $11.1K.
Markel Group made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #155 holding.
Heartwood Wealth Advisors first reported a position in Markel Group in Q1 2023 and has held it in 15 quarters since.
Heartwood Wealth Advisors's Markel Group position peaked at $430K in Q2 2026.
31 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.