Marks Group Wealth Management
MKL icon

Marks Group Wealth Management’s Markel Group MKL Stock Holding History

Marks Group 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 		$252K Sell
147
-186
-56% -$346K 0.02% 338
2026
Q2 		$650K Sell
333
-19
-5% -$35.5K 0.06% 245
2026
Q1 		$674K Buy
352
+55
+19% +$112K 0.07% 218
2025
Q4 		$638K Sell
297
-1
-0.3% -$2.03K 0.06% 223
2025
Q3 		$570K Sell
298
-3
-1% -$5.88K 0.05% 216
2025
Q2 		$601K Sell
301
-1
-0.3% -$1.88K 0.06% 215
2025
Q1 		$565K Sell
302
-9
-3% -$16.6K 0.05% 228
2024
Q4 		$537K Sell
311
-1
-0.3% -$1.66K 0.05% 214
2024
Q3 		$489K Sell
312
-9
-3% -$14.1K 0.05% 224
2024
Q2 		$506K Sell
321
-19
-6% -$29.5K 0.05% 221
2024
Q1 		$517K Sell
340
-18
-5% -$26.4K 0.05% 218
2023
Q4 		$508K Buy
358
+80
+29% +$113K 0.06% 214
2023
Q3 		$409K Sell
278
-1
-0.4% -$1.46K 0.05% 223
2023
Q2 		$386K Sell
279
-2
-0.7% -$2.68K 0.05% 228
2023
Q1 		$359K Buy
281
+16
+6% +$21.3K 0.05% 233
2022
Q4 		$349K Buy
265
+3
+1% +$3.71K 0.05% 233
2022
Q3 		$284K Buy
262
+7
+3% +$8.54K 0.04% 242
2022
Q2 		$330K Buy
255
+2
+0.8% +$2.74K 0.05% 238
2022
Q1 		$373K Buy
253
+4
+2% +$5.17K 0.05% 255
2021
Q4 		$307K Sell
249
-13
-5% -$16.4K 0.04% 271
2021
Q3 		$313K Sell
262
-2
-0.8% -$2.47K 0.04% 241
2021
Q2 		$313K Sell
264
-12
-4% -$14.4K 0.04% 215
2021
Q1 		$315K Sell
276
-5
-2% -$5.39K 0.05% 208
2020
Q4 		$290K Sell
281
-13
-4% -$13K 0.05% 216
2020
Q3 		$286K Sell
294
-9
-3% -$9.14K 0.05% 203
2020
Q2 		$280K Hold
303
– – 0.06% 198
2020
Q1 		$281K Sell
303
-35
-10% -$40K 0.07% 179
2019
Q4 		$387K Buy
+338
New +$385K 0.08% 186

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

Marks Group Wealth Management's MKL Position: Q3 2026 in Review

Marks Group Wealth Management reduced its Markel Group (MKL) stake by 56% in Q3 2026, selling an estimated $346K and leaving 147 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #338.

Marks Group Wealth Management first reported a position in MKL in Q4 2019 and has held it in 28 quarters since. The position peaked at $674K in Q1 2026. 445 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Marks Group Wealth Management held 147 shares of Markel Group worth $252K as of Q3 2026.
  • Marks Group Wealth Management sold 186 Markel Group shares in Q3 2026, an estimated $346K.
  • Markel Group made up 0.02% of Marks Group Wealth Management's portfolio in Q3 2026, its #338 holding.
  • Marks Group Wealth Management first reported a position in Markel Group in Q4 2019 and has held it in 28 quarters since.
  • Marks Group Wealth Management's Markel Group position peaked at $674K in Q1 2026.
  • 445 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

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