Larson Financial Group
MKL icon

Larson Financial Group’s Markel Group MKL Stock Holding History

Larson Financial Group’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 		$104K Sell
61
-6
-9% -$11.1K ﹤0.01% 1222
2026
Q2 		$131K Hold
67
– – ﹤0.01% 1043
2026
Q1 		$128K Buy
67
+6
+10% +$12.2K ﹤0.01% 882
2025
Q4 		$131K Buy
61
+17
+39% +$34.4K ﹤0.01% 833
2025
Q3 		$84.1K Sell
44
-5
-10% -$9.8K ﹤0.01% 963
2025
Q2 		$97.9K Buy
49
+6
+14% +$11.3K ﹤0.01% 855
2025
Q1 		$80.4K Buy
43
+22
+105% +$40.5K ﹤0.01% 858
2024
Q4 		$36.3K Sell
21
-2
-9% -$3.32K ﹤0.01% 1002
2024
Q3 		$36.1K Buy
+23
New +$36K ﹤0.01% 1003
2023
Q1 		– Sell
-4
Closed -$5.27K – 1583
2022
Q4 		$5.27K Buy
+4
New +$4.95K ﹤0.01% 1014
2022
Q2 		– Sell
-1
Closed -$1K – 1258
2022
Q1 		$1K Hold
1
– – ﹤0.01% 982
2021
Q4 		$1K Buy
+1
New +$1.26K ﹤0.01% 1025
2021
Q2 		– Sell
-7
Closed -$8K – 886
2021
Q1 		$8K Buy
+7
New +$7.55K ﹤0.01% 585

Other funds holding MKL

Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 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

Larson Financial Group's MKL Position: Q3 2026 in Review

Larson Financial Group reduced its Markel Group (MKL) stake by 9% in Q3 2026, selling an estimated $11.1K and leaving 61 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Larson Financial Group first reported a position in MKL in Q1 2021 and has held it in 13 quarters since. The position peaked at $131K in Q4 2025. 543 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Larson Financial Group held 61 shares of Markel Group worth $104K as of Q3 2026.
  • Larson Financial Group sold 6 Markel Group shares in Q3 2026, an estimated $11.1K.
  • Markel Group made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1222 holding.
  • Larson Financial Group first reported a position in Markel Group in Q1 2021 and has held it in 13 quarters since.
  • Larson Financial Group's Markel Group position peaked at $131K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.