MAM
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Marquette Asset Management’s Markel Group MKL Stock Holding History

Marquette Asset 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 		$12K Sell
7
-77
-92% -$143K ﹤0.01% 240
2026
Q2 		$164K Buy
84
+2
+2% +$3.73K 0.02% 112
2026
Q1 		$157K Buy
+82
New +$166K 0.02% 60
2025
Q4 		– Sell
-2
Closed -$3.82K – 813
2025
Q3 		$3.82K Buy
+2
New +$3.92K ﹤0.01% 382

Other funds holding MKL

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Marquette Asset Management's MKL Position: Q3 2026 in Review

Marquette Asset Management reduced its Markel Group (MKL) stake by 92% in Q3 2026, selling an estimated $143K and leaving 7 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Marquette Asset Management first reported a position in MKL in Q3 2025 and has held it in 4 quarters since. The position peaked at $164K in Q2 2026. 31 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Marquette Asset Management held 7 shares of Markel Group worth $12K as of Q3 2026.
  • Marquette Asset Management sold 77 Markel Group shares in Q3 2026, an estimated $143K.
  • Markel Group made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #240 holding.
  • Marquette Asset Management first reported a position in Markel Group in Q3 2025 and has held it in 4 quarters since.
  • Marquette Asset Management's Markel Group position peaked at $164K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.