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Putney Financial Group’s Markel Group MKL Stock Holding History

Putney Financial Group’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
2025
Q3 		– Sell
-8
Closed -$16K – 200
2025
Q2 		$16K Hold
8
– – 0.02% 188
2025
Q1 		$15K Hold
8
– – 0.02% 173
2024
Q4 		$13.8K Buy
+8
New +$13.3K 0.01% 198

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Putney Financial Group's MKL Position: Q3 2025 in Review

Putney Financial Group sold out of Markel Group (MKL) in Q3 2025, closing a stake of 8 shares — an estimated $16K sold.

Putney Financial Group first reported a position in MKL in Q4 2024 and held it in 3 quarters. The position peaked at $16K in Q2 2025. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • Putney Financial Group reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 8 Markel Group shares in Q3 2025, an estimated $16K.
  • Putney Financial Group first reported a position in Markel Group in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Markel Group position peaked at $16K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.