BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Markel Group MKL Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$13.7K	Sell	8 -186	-96%	-$346K	﹤0.01%	948
2026 Q2	$379K	Sell	194 -1	-0.5%	-$1.87K	0.05%	336
2026 Q1	$373K	Hold	195	–	–	0.05%	339
2025 Q4	$419K	Sell	195 -2	-1%	-$4.05K	0.06%	307
2025 Q3	$377K	Buy	197 +11	+6%	+$21.6K	0.05%	310
2025 Q2	$372K	Sell	186 -2	-1%	-$3.75K	0.06%	289
2025 Q1	$351K	Buy	188 +6	+3%	+$11K	0.06%	312
2024 Q4	$314K	Sell	182 -2	-1%	-$3.32K	0.05%	322
2024 Q3	$289K	Buy	+184	New	+$288K	0.05%	383

Other funds holding MKL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s MKL Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Markel Group (MKL) stake by 96% in Q3 2026, selling an estimated $346K and leaving 8 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in MKL in Q3 2024 and has held it in 9 quarters since. The position peaked at $419K in Q4 2025. 756 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 8 shares of Markel Group worth $13.7K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 186 Markel Group shares in Q3 2026, an estimated $346K.
Markel Group made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #948 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Markel Group in Q3 2024 and has held it in 9 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Markel Group position peaked at $419K in Q4 2025.
756 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.