Trinity Wealth Management’s Markel Group MKL Stock Holding History

Trinity 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	$396K	Buy	+231	New	+$429K	0.13%	63

Other funds holding MKL

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return

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

Canerector Inc Toronto, Ontario, Canada $218M AUM 27.41% 1-Year Est. Return

Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Trinity Wealth Management's MKL Position: Q3 2026 in Review

Trinity Wealth Management opened a new position in Markel Group (MKL) in Q3 2026: 231 shares worth $396K. The stake represents 0.13% of the portfolio and ranks #63 among its holdings.

122 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Trinity Wealth Management held 231 shares of Markel Group worth $396K as of Q3 2026.
Markel Group was a new Trinity Wealth Management position in Q3 2026.
Markel Group made up 0.13% of Trinity Wealth Management's portfolio in Q3 2026, its #63 holding.
122 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

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