Third View Private Wealth
MKL icon

Third View Private Wealth’s Markel Group MKL Stock Holding History

Third View Private Wealth’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 		$1.29M Sell
752
-267
-26% -$496K 0.15% 109
2026
Q2 		$1.99M Sell
1,019
-163
-14% -$304K 0.24% 93
2026
Q1 		$2.26M Buy
1,182
+26
+2% +$52.8K 0.31% 83
2025
Q4 		$2.48M Buy
+1,156
New +$2.34M 0.33% 79

Other funds holding MKL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
E.S. Barr & Co
E.S. Barr & Co Lexington, Kentucky $1.71B AUM 4.4% 1-Year Est. Return

Third View Private Wealth's MKL Position: Q3 2026 in Review

Third View Private Wealth reduced its Markel Group (MKL) stake by 26% in Q3 2026, selling an estimated $496K and leaving 752 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #109.

Third View Private Wealth first reported a position in MKL in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.48M in Q4 2025. 445 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Third View Private Wealth held 752 shares of Markel Group worth $1.29M as of Q3 2026.
  • Third View Private Wealth sold 267 Markel Group shares in Q3 2026, an estimated $496K.
  • Markel Group made up 0.15% of Third View Private Wealth's portfolio in Q3 2026, its #109 holding.
  • Third View Private Wealth first reported a position in Markel Group in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Markel Group position peaked at $2.48M in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.