Root Financial Partners
MKL icon

Root Financial Partners’s Markel Group MKL Stock Holding History

Root Financial 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
Q3 		$113K Buy
+66
New +$123K ﹤0.01% 677
2026
Q2 		– Sell
-39
Closed -$74.6K – 2076
2026
Q1 		$74.6K Sell
39
-2
-5% -$4.06K ﹤0.01% 700
2025
Q4 		$88.1K Buy
41
+5
+14% +$10.1K ﹤0.01% 514
2025
Q3 		$68.8K Buy
+36
New +$70.6K ﹤0.01% 564

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Root Financial Partners's MKL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Markel Group (MKL) in Q3 2026: 66 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MKL as recently as Q1 2026.

Root Financial Partners first reported a position in MKL in Q3 2025 and has held it in 4 quarters since. 304 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Root Financial Partners held 66 shares of Markel Group worth $113K as of Q3 2026.
  • Markel Group was a new Root Financial Partners position in Q3 2026.
  • Markel Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #677 holding.
  • Root Financial Partners first reported a position in Markel Group in Q3 2025 and has held it in 4 quarters since.
  • 304 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.