High Point Wealth Management
MKL icon

High Point Wealth Management’s Markel Group MKL Stock Holding History

High Point 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
2026
Q3 		$6.85K Hold
4
– – 0.01% 252
2026
Q2 		$7.81K Hold
4
– – 0.01% 222
2026
Q1 		$7.66K Hold
4
– – 0.01% 222
2025
Q4 		$8.6K Buy
+4
New +$8.1K 0.01% 215

Other funds holding MKL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
E.S. Barr & Co
E.S. Barr & Co Lexington, Kentucky $1.71B AUM 4.4% 1-Year Est. Return

High Point Wealth Management's MKL Position: Q3 2026 in Review

High Point Wealth Management held its Markel Group (MKL) position steady in Q3 2026 at 4 shares worth $6.85K. The position accounts for 0.01% of the portfolio, ranked #252.

High Point Wealth Management first reported a position in MKL in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.6K in Q4 2025. 445 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • High Point Wealth Management held 4 shares of Markel Group worth $6.85K as of Q3 2026.
  • High Point Wealth Management left its Markel Group share count unchanged in Q3 2026.
  • Markel Group made up 0.01% of High Point Wealth Management's portfolio in Q3 2026, its #252 holding.
  • High Point Wealth Management first reported a position in Markel Group in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Markel Group position peaked at $8.6K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.