Pinnacle Wealth Planning Services
MKL icon

Pinnacle Wealth Planning Services’s Markel Group MKL Stock Holding History

Pinnacle Wealth Planning Services’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 		$17.1K Hold
10
– – ﹤0.01% 1852
2026
Q2 		$19.5K Buy
10
+5
+100% +$9.34K ﹤0.01% 1792
2026
Q1 		$9.6K Buy
5
+1
+25% +$2.03K ﹤0.01% 2021
2025
Q4 		$8.6K Buy
+4
New +$8.1K ﹤0.01% 2070
2021
Q1 		– Sell
-12
Closed -$12K – 1302
2020
Q4 		$12K Buy
+12
New +$12K ﹤0.01% 1334

Other funds holding MKL

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
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
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's MKL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Markel Group (MKL) position steady in Q3 2026 at 10 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Pinnacle Wealth Planning Services first reported a position in MKL in Q4 2020 and has held it in 5 quarters since. The position peaked at $19.5K in Q2 2026. 356 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 10 shares of Markel Group worth $17.1K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Markel Group share count unchanged in Q3 2026.
  • Markel Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1852 holding.
  • Pinnacle Wealth Planning Services first reported a position in Markel Group in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Markel Group position peaked at $19.5K in Q2 2026.
  • 356 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.