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Parisi Gray Wealth Management’s Markel Group MKL Stock Holding History

Parisi Gray 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 		$1.19M Sell
610
-6
-1% -$11.2K 0.24% 73
2026
Q1 		$1.18M Buy
616
+4
+0.7% +$8.12K 0.28% 64
2025
Q4 		$1.32M Sell
612
-7
-1% -$14.2K 0.3% 58
2025
Q3 		$1.18M Buy
619
+5
+0.8% +$9.8K 0.31% 57
2025
Q2 		$1.23M Sell
614
-9
-1% -$16.9K 0.35% 55
2025
Q1 		$1.16M Buy
623
+22
+4% +$40.5K 0.38% 51
2024
Q4 		$1.04M Buy
601
+12
+2% +$19.9K 0.33% 53
2024
Q3 		$924K Buy
589
+17
+3% +$26.6K 0.31% 57
2024
Q2 		$901K Buy
572
+29
+5% +$45K 0.32% 54
2024
Q1 		$826K Buy
543
+2
+0.4% +$2.93K 0.31% 56
2023
Q4 		$768K Buy
541
+9
+2% +$12.8K 0.31% 56
2023
Q3 		$783K Buy
532
+22
+4% +$32.2K 0.36% 55
2023
Q2 		$651K Hold
510
– – 0.3% 61
2023
Q1 		$651K Buy
510
+17
+3% +$22.6K 0.41% 46
2022
Q4 		$650K Buy
493
+2
+0.4% +$2.47K 0.32% 60
2022
Q3 		$532K Hold
491
– – 0.41% 44
2022
Q2 		$635K Hold
491
– – 0.33% 58
2022
Q1 		$724K Buy
491
+6
+1% +$7.75K 0.29% 65
2021
Q4 		$598K Buy
485
+13
+3% +$16.4K 0.22% 75
2021
Q3 		$567K Buy
472
+3
+0.6% +$3.7K 0.23% 75
2021
Q2 		$557K Buy
469
+5
+1% +$5.99K 0.2% 81
2021
Q1 		$529K Buy
464
+9
+2% +$9.71K 0.22% 79
2020
Q4 		$470K Buy
455
+38
+9% +$37.9K 0.21% 82
2020
Q3 		$406K Buy
417
+32
+8% +$32.5K 0.21% 75
2020
Q2 		$355K Sell
385
-560
-59% -$509K 0.2% 80
2020
Q1 		$877K Buy
945
+51
+6% +$58.3K 0.62% 38
2019
Q4 		$1.02M Buy
894
+25
+3% +$28.5K 0.58% 43
2019
Q3 		$1.03M Buy
869
+10
+1% +$11.4K 0.68% 39
2019
Q2 		$936K Buy
859
+59
+7% +$61.8K 0.64% 41
2019
Q1 		$801K Buy
800
+10
+1% +$10.2K 0.51% 45
2018
Q4 		$802K Buy
790
+4
+0.5% +$4.37K 0.54% 43
2018
Q3 		$935K Buy
786
+34
+5% +$40K 0.58% 45
2018
Q2 		$836K Buy
752
+495
+193% +$559K 0.56% 46
2018
Q1 		$296K Hold
257
– – 0.23% 86
2017
Q4 		$287K Buy
+257
New +$281K 0.21% 89

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Parisi Gray Wealth Management's MKL Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its Markel Group (MKL) stake by 0.97% in Q2 2026, selling an estimated $11.2K and leaving 610 shares worth $1.19M. The position accounts for 0.24% of the portfolio, ranked #73.

Parisi Gray Wealth Management first reported a position in MKL in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.32M in Q4 2025. 117 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Parisi Gray Wealth Management held 610 shares of Markel Group worth $1.19M as of Q2 2026.
  • Parisi Gray Wealth Management sold 6 Markel Group shares in Q2 2026, an estimated $11.2K.
  • Markel Group made up 0.24% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Parisi Gray Wealth Management first reported a position in Markel Group in Q4 2017 and has held it in 35 quarters since.
  • Parisi Gray Wealth Management's Markel Group position peaked at $1.32M in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.