Pinnacle Associates
MKL icon

Pinnacle Associates’s Markel Group MKL Stock Holding History

Pinnacle Associates’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 		$25.9M Sell
15,131
-335
-2% -$622K 0.29% 81
2026
Q2 		$30.2M Sell
15,466
-2,482
-14% -$4.63M 0.33% 74
2026
Q1 		$34.4M Sell
17,948
-288
-2% -$584K 0.44% 52
2025
Q4 		$39.2M Sell
18,236
-171
-0.9% -$346K 0.5% 44
2025
Q3 		$35.2M Sell
18,407
-295
-2% -$578K 0.47% 46
2025
Q2 		$37.4M Sell
18,702
-195
-1% -$366K 0.54% 41
2025
Q1 		$35.3M Sell
18,897
-1,160
-6% -$2.13M 0.52% 39
2024
Q4 		$34.6M Buy
20,057
+2,401
+14% +$3.98M 0.47% 46
2024
Q3 		$25.1M Sell
17,656
-1,722
-9% -$2.7M 0.43% 59
2024
Q2 		$30.5M Buy
19,378
+74
+0.4% +$115K 0.48% 49
2024
Q1 		$29.4M Buy
19,304
+1,648
+9% +$2.42M 0.46% 51
2023
Q4 		$25.1M Buy
17,656
+1,167
+7% +$1.66M 0.42% 60
2023
Q3 		$24.3M Buy
16,489
+50
+0.3% +$73.2K 0.45% 59
2023
Q2 		$22.7M Buy
16,439
+5,221
+47% +$7M 0.39% 72
2023
Q1 		$14.3M Buy
11,218
+244
+2% +$324K 0.29% 104
2022
Q4 		$14.5M Buy
10,974
+2,285
+26% +$2.83M 0.32% 90
2022
Q3 		$9.42M Buy
8,689
+1,205
+16% +$1.47M 0.22% 134
2022
Q2 		$9.7M Buy
7,484
+2,435
+48% +$3.34M 0.21% 136
2022
Q1 		$7.45M Hold
5,049
– – 0.13% 177
2021
Q4 		$6.23M Sell
5,049
-23
-0.5% -$29K 0.11% 201
2021
Q3 		$6.06M Buy
5,072
+27
+0.5% +$33.3K 0.11% 201
2021
Q2 		$5.99M Buy
5,045
+2
+0% +$2.4K 0.11% 194
2021
Q1 		$5.75M Buy
+5,043
New +$5.44M 0.11% 193

Other funds holding MKL

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Steginsky Capital
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return
Lincoln Capital
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Pinnacle Associates's MKL Position: Q3 2026 in Review

Pinnacle Associates reduced its Markel Group (MKL) stake by 2.2% in Q3 2026, selling an estimated $622K and leaving 15,131 shares worth $25.9M. The position accounts for 0.29% of the portfolio, ranked #81.

Pinnacle Associates first reported a position in MKL in Q1 2021 and has held it in 23 quarters since. The position peaked at $39.2M in Q4 2025. 161 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Pinnacle Associates held 15,131 shares of Markel Group worth $25.9M as of Q3 2026.
  • Pinnacle Associates sold 335 Markel Group shares in Q3 2026, an estimated $622K.
  • Markel Group made up 0.29% of Pinnacle Associates's portfolio in Q3 2026, its #81 holding.
  • Pinnacle Associates first reported a position in Markel Group in Q1 2021 and has held it in 23 quarters since.
  • Pinnacle Associates's Markel Group position peaked at $39.2M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.