James T. Borello RIA
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James T. Borello RIA’s Markel Group MKL Stock Holding History

James T. Borello RIA’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 		$5.14K Buy
+3
New +$5.57K ﹤0.01% 773
2026
Q2 		– Sell
-2
Closed -$3.83K – 1268
2026
Q1 		$3.83K Hold
2
– – ﹤0.01% 825
2025
Q4 		$4.3K Buy
2
+1
+100% +$2.03K ﹤0.01% 607
2025
Q3 		$1.91K Buy
+1
New +$1.96K ﹤0.01% 730

Other funds holding MKL

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
Lincoln Capital
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

James T. Borello RIA's MKL Position: Q3 2026 in Review

James T. Borello RIA opened a new position in Markel Group (MKL) in Q3 2026: 3 shares worth $5.14K. The stake represents ﹤0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: James T. Borello RIA previously reported a position in MKL as recently as Q1 2026.

James T. Borello RIA first reported a position in MKL in Q3 2025 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • James T. Borello RIA held 3 shares of Markel Group worth $5.14K as of Q3 2026.
  • Markel Group was a new James T. Borello RIA position in Q3 2026.
  • Markel Group made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #773 holding.
  • James T. Borello RIA first reported a position in Markel Group in Q3 2025 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.