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Bartlett & Co Wealth Management’s Markel Group MKL Stock Holding History

Bartlett & Co 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
2024
Q3 		– Sell
-5
Closed -$7.88K – 1149
2024
Q2 		$7.88K Hold
5
– – ﹤0.01% 942
2024
Q1 		$7.61K Hold
5
– – ﹤0.01% 937
2023
Q4 		$7.06K Hold
5
– – ﹤0.01% 1047
2023
Q3 		$7.36K Hold
5
– – ﹤0.01% 960
2023
Q2 		$6.92K Hold
5
– – ﹤0.01% 957
2023
Q1 		$6.39K Hold
5
– – ﹤0.01% 867
2022
Q4 		$6.59K Buy
5
+1
+25% +$1.24K ﹤0.01% 879
2022
Q3 		$4.34K Sell
4
-6
-60% -$7.32K ﹤0.01% 951
2022
Q2 		$12.9K Buy
+10
New +$13.7K ﹤0.01% 819
2021
Q1 		– Sell
-1
Closed -$1.03K – 1161
2020
Q4 		$1.03K Buy
+1
New +$997 ﹤0.01% 1042

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

Bartlett & Co Wealth Management's MKL Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of Markel Group (MKL) in Q3 2024, closing a stake of 5 shares — an estimated $7.88K sold.

Bartlett & Co Wealth Management first reported a position in MKL in Q4 2020 and held it in 10 quarters. The position peaked at $12.9K in Q2 2022. 791 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • Bartlett & Co Wealth Management reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 5 Markel Group shares in Q3 2024, an estimated $7.88K.
  • Bartlett & Co Wealth Management first reported a position in Markel Group in Q4 2020 and held it in 10 quarters.
  • Bartlett & Co Wealth Management's Markel Group position peaked at $12.9K in Q2 2022.
  • 791 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.