Values Added Financial
MKL icon

Values Added Financial’s Markel Group MKL Stock Holding History

Values Added Financial’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 		$2.14M Buy
1,250
+3
+0.2% +$5.57K 0.76% 33
2026
Q2 		$2.44M Sell
1,247
-52
-4% -$97.1K 0.88% 32
2026
Q1 		$2.49M Sell
1,299
-55
-4% -$112K 1.05% 29
2025
Q4 		$2.91M Sell
1,354
-163
-11% -$330K 1.23% 26
2025
Q3 		$2.9M Buy
1,517
+5
+0.3% +$9.8K 1.29% 23
2025
Q2 		$3.02M Buy
1,512
+1
+0.1% +$1.88K 1.46% 20
2025
Q1 		$2.82M Buy
1,511
+447
+42% +$822K 1.57% 19
2024
Q4 		$1.84M Buy
1,064
+461
+76% +$765K 1.06% 24
2024
Q3 		$946K Buy
+603
New +$944K 0.6% 33

Other funds holding MKL

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Steginsky Capital
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return

Values Added Financial's MKL Position: Q3 2026 in Review

Values Added Financial increased its Markel Group (MKL) stake by 0.24% in Q3 2026, buying an estimated $5.57K and bringing the position to 1,250 shares worth $2.14M. The position accounts for 0.76% of the portfolio, ranked #33.

Values Added Financial first reported a position in MKL in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.02M in Q2 2025. 285 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Values Added Financial held 1,250 shares of Markel Group worth $2.14M as of Q3 2026.
  • Values Added Financial bought 3 Markel Group shares in Q3 2026, an estimated $5.57K.
  • Markel Group made up 0.76% of Values Added Financial's portfolio in Q3 2026, its #33 holding.
  • Values Added Financial first reported a position in Markel Group in Q3 2024 and has held it in 9 quarters since.
  • Values Added Financial's Markel Group position peaked at $3.02M in Q2 2025.
  • 285 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.