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Quotient Wealth Partners’s Markel Group MKL Stock Holding History

Quotient Wealth Partners’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 		$201K Buy
+103
New +$192K ﹤0.01% 391
2025
Q4 		– Sell
-109
Closed -$209K – 376
2025
Q3 		$209K Buy
+109
New +$214K 0.01% 343

Other funds holding MKL

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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
CCM
Check Capital Management Costa Mesa, California $3.64B AUM 15.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return

Quotient Wealth Partners's MKL Position: Q2 2026 in Review

Quotient Wealth Partners opened a new position in Markel Group (MKL) in Q2 2026: 103 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Quotient Wealth Partners previously reported a position in MKL as recently as Q3 2025.

Quotient Wealth Partners first reported a position in MKL in Q3 2025 and has held it in 2 quarters since. The position peaked at $209K in Q3 2025. 378 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Quotient Wealth Partners held 103 shares of Markel Group worth $201K as of Q2 2026.
  • Markel Group was a new Quotient Wealth Partners position in Q2 2026.
  • Markel Group made up ﹤0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #391 holding.
  • Quotient Wealth Partners first reported a position in Markel Group in Q3 2025 and has held it in 2 quarters since.
  • Quotient Wealth Partners's Markel Group position peaked at $209K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.