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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Third View Private Wealth's MKL Position: Q2 2026 in Review

Third View Private Wealth reduced its Markel Group (MKL) stake by 14% in Q2 2026, selling an estimated $304K and leaving 1,019 shares worth $1.99M. The position accounts for 0.24% of the portfolio, ranked #93.

Third View Private Wealth first reported a position in MKL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.48M in Q4 2025. 485 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Third View Private Wealth held 1,019 shares of Markel Group worth $1.99M as of Q2 2026.
  • Third View Private Wealth sold 163 Markel Group shares in Q2 2026, an estimated $304K.
  • Markel Group made up 0.24% of Third View Private Wealth's portfolio in Q2 2026, its #93 holding.
  • Third View Private Wealth first reported a position in Markel Group in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Markel Group position peaked at $2.48M in Q4 2025.
  • 485 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.