TritonPoint Wealth’s Markel Group MKL Stock Holding History

TritonPoint 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	$476K	Buy	278 +18	+7%	+$33.4K	0.05%	188
2026 Q2	$508K	Sell	260 -2	-0.8%	-$3.74K	0.05%	176
2026 Q1	$501K	Hold	262	–	–	0.05%	174
2025 Q4	$563K	Hold	262	–	–	0.06%	166
2025 Q3	$501K	Hold	262	–	–	0.04%	221
2025 Q2	$523K	Sell	262 -2	-0.8%	-$3.75K	0.05%	205
2025 Q1	$494K	Buy	264 +3	+1%	+$5.52K	0.05%	216
2024 Q4	$450K	Buy	261 +1	+0.4%	+$1.66K	0.04%	219
2024 Q3	$407K	Sell	260 -5	-2%	-$7.83K	0.04%	234
2024 Q2	$417K	Hold	265	–	–	0.04%	224
2024 Q1	$371K	Buy	265 +4	+2%	+$5.86K	0.04%	235
2023 Q4	$371K	Buy	+261	New	+$370K	0.04%	244

Other funds holding MKL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return

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

TritonPoint Wealth's MKL Position: Q3 2026 in Review

TritonPoint Wealth increased its Markel Group (MKL) stake by 6.9% in Q3 2026, buying an estimated $33.4K and bringing the position to 278 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #188.

TritonPoint Wealth first reported a position in MKL in Q4 2023 and has held it in 12 quarters since. The position peaked at $563K in Q4 2025. 493 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

TritonPoint Wealth held 278 shares of Markel Group worth $476K as of Q3 2026.
TritonPoint Wealth bought 18 Markel Group shares in Q3 2026, an estimated $33.4K.
Markel Group made up 0.05% of TritonPoint Wealth's portfolio in Q3 2026, its #188 holding.
TritonPoint Wealth first reported a position in Markel Group in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's Markel Group position peaked at $563K in Q4 2025.
493 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.