HWM
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Hemington Wealth Management’s Markel Group MKL Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$43K Buy
23
+6
+35% +$11.8K 0.01% 403
2025
Q2 		$33K Sell
17
-1
-6% -$1.88K ﹤0.01% 448
2025
Q1 		$33K Buy
18
+5
+38% +$9.2K 0.01% 423
2024
Q4 		$22K Buy
13
+2
+18% +$3.32K 0.01% 524
2024
Q3 		$16K Buy
+11
New +$17.2K ﹤0.01% 575

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hemington Wealth Management's MKL Position: Q3 2025 in Review

Hemington Wealth Management increased its Markel Group (MKL) stake by 35% in Q3 2025, buying an estimated $11.8K and bringing the position to 23 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #403.

Hemington Wealth Management first reported a position in MKL in Q3 2024 and has held it in 5 quarters since. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • Hemington Wealth Management held 23 shares of Markel Group worth $43K as of Q3 2025.
  • Hemington Wealth Management bought 6 Markel Group shares in Q3 2025, an estimated $11.8K.
  • Markel Group made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #403 holding.
  • Hemington Wealth Management first reported a position in Markel Group in Q3 2024 and has held it in 5 quarters since.
  • 851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.