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Wedmont Private Capital’s Markel Group MKL Stock Holding History

Wedmont Private Capital’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 		$259K Buy
133
+16
+14% +$29.9K 0.01% 804
2026
Q1 		$228K Buy
117
+5
+4% +$10.1K 0.01% 766
2025
Q4 		$240K Sell
112
-10
-8% -$20.3K 0.01% 715
2025
Q3 		$240K Buy
122
+10
+9% +$19.6K 0.01% 689
2025
Q2 		$224K Buy
+112
New +$210K 0.01% 689

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wedmont Private Capital's MKL Position: Q2 2026 in Review

Wedmont Private Capital increased its Markel Group (MKL) stake by 14% in Q2 2026, buying an estimated $29.9K and bringing the position to 133 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #804.

Wedmont Private Capital first reported a position in MKL in Q2 2025 and has held it in 5 quarters since. 485 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Wedmont Private Capital held 133 shares of Markel Group worth $259K as of Q2 2026.
  • Wedmont Private Capital bought 16 Markel Group shares in Q2 2026, an estimated $29.9K.
  • Markel Group made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #804 holding.
  • Wedmont Private Capital first reported a position in Markel Group in Q2 2025 and has held it in 5 quarters since.
  • 485 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.