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Buckingham Strategic Wealth’s Markel Group MKL Stock Holding History

Buckingham Strategic Wealth’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 		$429K Sell
272
-72
-21% -$112K ﹤0.01% 502
2024
Q1 		$523K Buy
344
+76
+28% +$111K 0.01% 450
2023
Q4 		$381K Buy
268
+3
+1% +$4.26K ﹤0.01% 509
2023
Q3 		$390K Buy
265
+9
+4% +$13.2K 0.01% 476
2023
Q2 		$354K Hold
256
– – 0.01% 496
2023
Q1 		$337K Hold
256
– – 0.01% 461
2022
Q4 		$337K Sell
256
-80
-24% -$99K 0.01% 463
2022
Q3 		$364K Sell
336
-10
-3% -$12.2K 0.01% 429
2022
Q2 		$447K Buy
346
+1
+0.3% +$1.37K 0.01% 390
2022
Q1 		$509K Sell
345
-1
-0.3% -$1.29K 0.01% 365
2021
Q4 		$427K Sell
346
-21
-6% -$26.5K 0.01% 400
2021
Q3 		$439K Buy
367
+11
+3% +$13.6K 0.01% 382
2021
Q2 		$422K Sell
356
-26
-7% -$31.2K 0.01% 398
2021
Q1 		$435K Sell
382
-26
-6% -$28K 0.02% 355
2020
Q4 		$422K Sell
408
-3
-0.7% -$2.99K 0.02% 349
2020
Q3 		$400K Sell
411
-29
-7% -$29.5K 0.03% 303
2020
Q2 		$406K Buy
440
+18
+4% +$16.4K 0.04% 257
2020
Q1 		$392K Sell
422
-14
-3% -$16K 0.04% 283
2019
Q4 		$498K Sell
436
-13
-3% -$14.8K 0.05% 249
2019
Q3 		$531K Sell
449
-8
-2% -$9.09K 0.06% 221
2019
Q2 		$498K Buy
457
+32
+8% +$33.5K 0.05% 245
2019
Q1 		$423K Buy
425
+122
+40% +$124K 0.05% 256
2018
Q4 		$315K Hold
303
– – 0.05% 256
2018
Q3 		$360K Sell
303
-6
-2% -$7.06K 0.06% 243
2018
Q2 		$335K Buy
309
+4
+1% +$4.52K 0.05% 250
2018
Q1 		$357K Buy
+305
New +$343K 0.07% 211

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Buckingham Strategic Wealth's MKL Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Markel Group (MKL) stake by 21% in Q2 2024, selling an estimated $112K and leaving 272 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Buckingham Strategic Wealth first reported a position in MKL in Q1 2018 and has held it in 26 quarters since. The position peaked at $531K in Q3 2019. 810 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

  • Buckingham Strategic Wealth held 272 shares of Markel Group worth $429K as of Q2 2024.
  • Buckingham Strategic Wealth sold 72 Markel Group shares in Q2 2024, an estimated $112K.
  • Markel Group made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #502 holding.
  • Buckingham Strategic Wealth first reported a position in Markel Group in Q1 2018 and has held it in 26 quarters since.
  • Buckingham Strategic Wealth's Markel Group position peaked at $531K in Q3 2019.
  • 810 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.