WPC
MKL icon

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
Q3 		$237K Buy
134
+1
+0.8% +$1.86K 0.01% 884
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wedmont Private Capital's MKL Position: Q3 2026 in Review

Wedmont Private Capital increased its Markel Group (MKL) stake by 0.75% in Q3 2026, buying an estimated $1.86K and bringing the position to 134 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #884.

Wedmont Private Capital first reported a position in MKL in Q2 2025 and has held it in 6 quarters since. The position peaked at $259K in Q2 2026. 31 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Wedmont Private Capital held 134 shares of Markel Group worth $237K as of Q3 2026.
  • Wedmont Private Capital bought 1 Markel Group share in Q3 2026, an estimated $1.86K.
  • Markel Group made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #884 holding.
  • Wedmont Private Capital first reported a position in Markel Group in Q2 2025 and has held it in 6 quarters since.
  • Wedmont Private Capital's Markel Group position peaked at $259K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.