LWM
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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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $220M AUM 14.19% 1-Year Est. Return

Lodestone Wealth Management's MKL Position: Q2 2026 in Review

Lodestone Wealth Management increased its Markel Group (MKL) stake by 4.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 158 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #151.

Lodestone Wealth Management first reported a position in MKL in Q1 2023 and has held it in 14 quarters since. The position peaked at $424K in Q2 2024. 272 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Lodestone Wealth Management held 158 shares of Markel Group worth $309K as of Q2 2026.
  • Lodestone Wealth Management bought 7 Markel Group shares in Q2 2026, an estimated $13.1K.
  • Markel Group made up 0.11% of Lodestone Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Lodestone Wealth Management first reported a position in Markel Group in Q1 2023 and has held it in 14 quarters since.
  • Lodestone Wealth Management's Markel Group position peaked at $424K in Q2 2024.
  • 272 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.