Krilogy Financial
MKL icon

Krilogy Financial’s Markel Group MKL Stock Holding History

Krilogy Financial’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 		$516K Buy
288
+168
+140% +$312K 0.01% 661
2026
Q2 		$234K Buy
+120
New +$224K 0.01% 910
2015
Q4 		– Sell
-29
Closed -$23K – 538
2015
Q3 		$23K Buy
+29
New +$24.5K 0.01% 298

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Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Steginsky Capital
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
Lincoln Capital
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return

Krilogy Financial's MKL Position: Q3 2026 in Review

Krilogy Financial increased its Markel Group (MKL) stake by 140% in Q3 2026, buying an estimated $312K and bringing the position to 288 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #661.

Krilogy Financial first reported a position in MKL in Q3 2015 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Krilogy Financial held 288 shares of Markel Group worth $516K as of Q3 2026.
  • Krilogy Financial bought 168 Markel Group shares in Q3 2026, an estimated $312K.
  • Markel Group made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #661 holding.
  • Krilogy Financial first reported a position in Markel Group in Q3 2015 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.