Lodestone Wealth Management’s Markel Group MKL Stock Holding History

Lodestone 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	$305K	Buy	178 +20	+13%	+$37.2K	0.1%	151
2026 Q2	$309K	Buy	158 +7	+5%	+$13.1K	0.11%	151
2026 Q1	$289K	Buy	151 +9	+6%	+$18.3K	0.11%	148
2025 Q4	$305K	Hold	142	–	–	0.12%	139
2025 Q3	$271K	Sell	142 -2	-1%	-$3.92K	0.12%	149
2025 Q2	$288K	Sell	144 -7	-5%	-$13.1K	0.14%	135
2025 Q1	$282K	Sell	151 -9	-6%	-$16.6K	0.15%	125
2024 Q4	$277K	Sell	160 -1	-0.6%	-$1.66K	0.14%	122
2024 Q3	$253K	Sell	161 -108	-40%	-$169K	0.13%	128
2024 Q2	$424K	Sell	269 -4	-1%	-$6.21K	0.22%	105
2024 Q1	$416K	Sell	273 -11	-4%	-$16.1K	0.22%	105
2023 Q4	$404K	Buy	284 +2	+0.7%	+$2.84K	0.23%	100
2023 Q3	$416K	Buy	282 +13	+5%	+$19K	0.29%	80
2023 Q2	$372K	Sell	269 -1	-0.4%	-$1.34K	0.26%	94
2023 Q1	$345K	Buy	+270	New	+$359K	0.27%	91

Other funds holding MKL

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

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

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lodestone Wealth Management's MKL Position: Q3 2026 in Review

Lodestone Wealth Management increased its Markel Group (MKL) stake by 13% in Q3 2026, buying an estimated $37.2K and bringing the position to 178 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #151.

Lodestone Wealth Management first reported a position in MKL in Q1 2023 and has held it in 15 quarters since. The position peaked at $424K in Q2 2024. 304 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Lodestone Wealth Management held 178 shares of Markel Group worth $305K as of Q3 2026.
Lodestone Wealth Management bought 20 Markel Group shares in Q3 2026, an estimated $37.2K.
Markel Group made up 0.1% of Lodestone Wealth Management's portfolio in Q3 2026, its #151 holding.
Lodestone Wealth Management first reported a position in Markel Group in Q1 2023 and has held it in 15 quarters since.
Lodestone Wealth Management's Markel Group position peaked at $424K in Q2 2024.
304 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.