Perigon Wealth Management
MKL icon

Perigon Wealth Management’s Markel Group MKL Stock Holding History

Perigon 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 		$747K Buy
436
+16
+4% +$29.7K 0.01% 710
2026
Q2 		$820K Buy
420
+18
+4% +$33.6K 0.01% 670
2026
Q1 		$769K Sell
402
-14
-3% -$28.4K 0.01% 614
2025
Q4 		$894K Sell
416
-2
-0.5% -$4.05K 0.02% 587
2025
Q3 		$799K Sell
418
-1
-0.2% -$1.96K 0.02% 585
2025
Q2 		$837K Sell
419
-17
-4% -$31.9K 0.02% 521
2025
Q1 		$815K Sell
436
-25
-5% -$46K 0.02% 500
2024
Q4 		$816K Buy
461
+12
+3% +$19.9K 0.02% 502
2024
Q3 		$704K Buy
449
+2
+0.4% +$3.13K 0.02% 521
2024
Q2 		$704K Buy
447
+2
+0.4% +$3.11K 0.02% 454
2024
Q1 		$677K Hold
445
– – 0.02% 467
2023
Q4 		$632K Sell
445
-27
-6% -$38.3K 0.02% 436
2023
Q3 		$695K Sell
472
-13
-3% -$19K 0.03% 378
2023
Q2 		$671K Buy
485
+1
+0.2% +$1.34K 0.03% 388
2023
Q1 		$618K Buy
484
+52
+12% +$69.1K 0.04% 356
2022
Q4 		$569K Buy
+432
New +$534K 0.04% 364

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

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

Perigon Wealth Management increased its Markel Group (MKL) stake by 3.8% in Q3 2026, buying an estimated $29.7K and bringing the position to 436 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #710.

Perigon Wealth Management first reported a position in MKL in Q4 2022 and has held it in 16 quarters since. The position peaked at $894K in Q4 2025. 445 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Perigon Wealth Management held 436 shares of Markel Group worth $747K as of Q3 2026.
  • Perigon Wealth Management bought 16 Markel Group shares in Q3 2026, an estimated $29.7K.
  • Markel Group made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #710 holding.
  • Perigon Wealth Management first reported a position in Markel Group in Q4 2022 and has held it in 16 quarters since.
  • Perigon Wealth Management's Markel Group position peaked at $894K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.