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Toth Financial Advisory’s Markel Group MKL Stock Holding History

Toth Financial Advisory’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 		$34.2K Hold
20
– – ﹤0.01% 430
2026
Q2 		$39.1K Hold
20
– – ﹤0.01% 415
2026
Q1 		$38.3K Sell
20
-2
-9% -$4.06K ﹤0.01% 391
2025
Q4 		$47.3K Hold
22
– – 0.01% 365
2025
Q3 		$42K Hold
22
– – ﹤0.01% 377
2025
Q2 		$43.9K Hold
22
– – 0.01% 327
2025
Q1 		$41.1K Hold
22
– – 0.01% 314
2024
Q4 		$38K Hold
22
– – ﹤0.01% 324
2024
Q3 		$34.5K Buy
22
+20
+1,000% +$31.3K ﹤0.01% 329
2024
Q2 		$3.15K Hold
2
– – ﹤0.01% 560
2024
Q1 		$3.04K Hold
2
– – ﹤0.01% 567
2023
Q4 		$2.84K Hold
2
– – ﹤0.01% 585
2023
Q3 		$2.94K Hold
2
– – ﹤0.01% 596
2023
Q2 		$2.77K Hold
2
– – ﹤0.01% 608
2023
Q1 		$2.56K Hold
2
– – ﹤0.01% 621
2022
Q4 		$2.63K Hold
2
– – ﹤0.01% 563
2022
Q3 		$2K Buy
+2
New +$2.44K ﹤0.01% 642

Other funds holding MKL

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

Toth Financial Advisory's MKL Position: Q3 2026 in Review

Toth Financial Advisory held its Markel Group (MKL) position steady in Q3 2026 at 20 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Toth Financial Advisory first reported a position in MKL in Q3 2022 and has held it in 17 quarters since. The position peaked at $47.3K in Q4 2025. 30 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Toth Financial Advisory held 20 shares of Markel Group worth $34.2K as of Q3 2026.
  • Toth Financial Advisory left its Markel Group share count unchanged in Q3 2026.
  • Markel Group made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #430 holding.
  • Toth Financial Advisory first reported a position in Markel Group in Q3 2022 and has held it in 17 quarters since.
  • Toth Financial Advisory's Markel Group position peaked at $47.3K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.