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RAFFA WEALTH MANAGEMENT, LLC’s Markel Group MKL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$1.95K Hold
1
– – ﹤0.01% 844
2026
Q1 		$1.91K Hold
1
– – ﹤0.01% 761
2025
Q4 		$2.15K Hold
1
– – ﹤0.01% 724
2025
Q3 		$1.91K Hold
1
– – ﹤0.01% 720
2025
Q2 		$2K Hold
1
– – ﹤0.01% 690
2025
Q1 		$1.87K Hold
1
– – ﹤0.01% 651
2024
Q4 		$1.73K Hold
1
– – ﹤0.01% 709
2024
Q3 		$1.57K Sell
1
-31
-97% -$48.5K ﹤0.01% 707
2024
Q2 		$50.4K Hold
32
– – 0.01% 194
2024
Q1 		$48.7K Buy
32
+31
+3,100% +$45.5K 0.01% 192
2023
Q4 		$1.42K Hold
1
– – ﹤0.01% 715
2023
Q3 		$1.47K Hold
1
– – ﹤0.01% 673
2023
Q2 		$1.38K Hold
1
– – ﹤0.01% 708
2023
Q1 		$1.28K Hold
1
– – ﹤0.01% 727
2022
Q4 		$1.32K Hold
1
– – ﹤0.01% 702
2022
Q3 		$1.08K Hold
1
– – ﹤0.01% 772
2022
Q2 		$1.29K Hold
1
– – ﹤0.01% 728
2022
Q1 		$1.48K Hold
1
– – ﹤0.01% 727
2021
Q4 		$1.23K Hold
1
– – ﹤0.01% 806
2021
Q3 		$1.2K Hold
1
– – ﹤0.01% 766
2021
Q2 		$1.19K Hold
1
– – ﹤0.01% 766
2021
Q1 		$1.14K Hold
1
– – ﹤0.01% 784
2020
Q4 		$1.03K Hold
1
– – ﹤0.01% 737
2020
Q3 		$974 Hold
1
– – ﹤0.01% 675
2020
Q2 		$923 Hold
1
– – ﹤0.01% 683
2020
Q1 		$928 Buy
+1
New +$1.14K ﹤0.01% 614
2017
Q1 		– Sell
-1
Closed -$905 – 665
2016
Q4 		$905 Hold
1
– – ﹤0.01% 466
2016
Q3 		$929 Hold
1
– – ﹤0.01% 439
2016
Q2 		$953 Hold
1
– – ﹤0.01% 415
2016
Q1 		$892 Hold
1
– – ﹤0.01% 427
2015
Q4 		$883 Hold
1
– – ﹤0.01% 430
2015
Q3 		$802 Hold
1
– – ﹤0.01% 453
2015
Q2 		$801 Hold
1
– – ﹤0.01% 459
2015
Q1 		$769 Hold
1
– – ﹤0.01% 483
2014
Q4 		$683 Hold
1
– – ﹤0.01% 503
2014
Q3 		$636 Buy
+1
New +$645 ﹤0.01% 484
2014
Q1 		– Sell
-1
Closed -$683 – 545
2013
Q4 		$683 Buy
+1
New +$543 ﹤0.01% 503

Other funds holding MKL

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $220M AUM 14.19% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MKL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Markel Group (MKL) position steady in Q2 2026 at 1 share worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MKL in Q4 2013 and has held it in 37 quarters since. The position peaked at $50.4K in Q2 2024. 265 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1 share of Markel Group worth $1.95K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #844 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Markel Group in Q4 2013 and has held it in 37 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Markel Group position peaked at $50.4K in Q2 2024.
  • 265 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.