AWM
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Avior Wealth Management’s Markel Group MKL Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-47
Closed -$81.1K – 1709
2024
Q4 		$81.1K Hold
47
– – ﹤0.01% 963
2024
Q3 		$73.7K Hold
47
– – ﹤0.01% 985
2024
Q2 		$74.1K Hold
47
– – ﹤0.01% 964
2024
Q1 		$71.5K Buy
47
+20
+74% +$29.3K ﹤0.01% 1089
2023
Q4 		$38.3K Hold
27
– – ﹤0.01% 780
2023
Q3 		$39.8K Hold
27
– – ﹤0.01% 803
2023
Q2 		$37.3K Hold
27
– – ﹤0.01% 825
2023
Q1 		$34.5K Hold
27
– – ﹤0.01% 853
2022
Q4 		$35.6K Hold
27
– – ﹤0.01% 679
2022
Q3 		$29K Buy
27
+25
+1,250% +$30.5K ﹤0.01% 691
2022
Q2 		$2K Hold
2
– – ﹤0.01% 950
2022
Q1 		$2K Hold
2
– – ﹤0.01% 989
2021
Q4 		$2K Hold
2
– – ﹤0.01% 978
2021
Q3 		$2K Hold
2
– – ﹤0.01% 947
2021
Q2 		$2K Sell
2
-25
-93% -$30K ﹤0.01% 909
2021
Q1 		$30K Hold
27
– – ﹤0.01% 578
2020
Q4 		$27K Hold
27
– – ﹤0.01% 570
2020
Q3 		$26K Hold
27
– – ﹤0.01% 564
2020
Q2 		$24K Buy
27
+2
+8% +$1.82K ﹤0.01% 551
2020
Q1 		$23K Buy
+25
New +$28.6K ﹤0.01% 504
2019
Q3 		– Sell
-10
Closed -$11K – 834
2019
Q2 		$11K Hold
10
– – ﹤0.01% 589
2019
Q1 		$9K Hold
10
– – ﹤0.01% 536
2018
Q4 		$10K Hold
10
– – ﹤0.01% 569
2018
Q3 		$12K Sell
10
-266
-96% -$313K ﹤0.01% 567
2018
Q2 		$299K Hold
276
– – 0.07% 247
2018
Q1 		$323K Buy
276
+30
+12% +$33.8K 0.07% 222
2017
Q4 		$280K Buy
246
+240
+4,000% +$262K 0.06% 258
2017
Q3 		$6K Hold
6
– – ﹤0.01% 377
2017
Q2 		$6K Buy
+6
New +$5.82K ﹤0.01% 356

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Avior Wealth Management's MKL Position: Q1 2025 in Review

Avior Wealth Management sold out of Markel Group (MKL) in Q1 2025, closing a stake of 47 shares — an estimated $81.1K sold.

Avior Wealth Management first reported a position in MKL in Q2 2017 and held it in 29 quarters. The position peaked at $323K in Q1 2018. 853 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Avior Wealth Management reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 47 Markel Group shares in Q1 2025, an estimated $81.1K.
  • Avior Wealth Management first reported a position in Markel Group in Q2 2017 and held it in 29 quarters.
  • Avior Wealth Management's Markel Group position peaked at $323K in Q1 2018.
  • 853 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.