Buck Wealth Strategies’s Markel Group MKL Stock Holding History

Buck Wealth Strategies’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 Q2	–	Sell	-1,241	Closed	-$1.89M	–	98
2024 Q1	$1.89M	Buy	+1,241	New	+$1.82M	0.65%	38

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Buck Wealth Strategies's MKL Position: Q2 2024 in Review

Buck Wealth Strategies sold out of Markel Group (MKL) in Q2 2024, closing a stake of 1,241 shares — an estimated $1.89M sold.

Buck Wealth Strategies first reported a position in MKL in Q1 2024 and held it in 1 quarter. The position peaked at $1.89M in Q1 2024. 810 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

Buck Wealth Strategies reported no remaining Markel Group position as of Q2 2024 after selling out during the quarter.
Buck Wealth Strategies sold 1,241 Markel Group shares in Q2 2024, an estimated $1.89M.
Buck Wealth Strategies first reported a position in Markel Group in Q1 2024 and held it in 1 quarter.
Buck Wealth Strategies's Markel Group position peaked at $1.89M in Q1 2024.
810 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Buck Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.