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Sheets Smith Wealth Management’s Markel Group MKL Stock Holding History

Sheets Smith Wealth Management’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 		$819K Buy
478
+7
+1% +$13K 0.09% 215
2026
Q2 		$920K Buy
+471
New +$880K 0.09% 214

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
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
OP
Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return
LC
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
CI
Canerector Inc Toronto, Ontario, Canada $218M AUM 27.41% 1-Year Est. Return
SW
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sheets Smith Wealth Management's MKL Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its Markel Group (MKL) stake by 1.5% in Q3 2026, buying an estimated $13K and bringing the position to 478 shares worth $819K. The position accounts for 0.09% of the portfolio, ranked #215.

Sheets Smith Wealth Management first reported a position in MKL in Q2 2026 and has held it in 2 quarters since. The position peaked at $920K in Q2 2026. 103 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Sheets Smith Wealth Management held 478 shares of Markel Group worth $819K as of Q3 2026.
  • Sheets Smith Wealth Management bought 7 Markel Group shares in Q3 2026, an estimated $13K.
  • Markel Group made up 0.09% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #215 holding.
  • Sheets Smith Wealth Management first reported a position in Markel Group in Q2 2026 and has held it in 2 quarters since.
  • Sheets Smith Wealth Management's Markel Group position peaked at $920K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.