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Atria Wealth Solutions’s Markel Group MKL Stock Holding History

Atria Wealth Solutions’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
2024
Q3 		– Sell
-147
Closed -$232K – 2000
2024
Q2 		$232K Sell
147
-6
-4% -$9.32K ﹤0.01% 1668
2024
Q1 		$233K Buy
+153
New +$224K ﹤0.01% 1721

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Atria Wealth Solutions's MKL Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Markel Group (MKL) in Q3 2024, closing a stake of 147 shares — an estimated $232K sold.

Atria Wealth Solutions first reported a position in MKL in Q1 2024 and held it in 2 quarters. The position peaked at $233K in Q1 2024. 791 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 147 Markel Group shares in Q3 2024, an estimated $232K.
  • Atria Wealth Solutions first reported a position in Markel Group in Q1 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Markel Group position peaked at $233K in Q1 2024.
  • 791 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.