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Carolinas Wealth Consulting’s Markel Group MKL Stock Holding History

Carolinas Wealth Consulting’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
-8
Closed -$12.2K – 1063
2024
Q1 		$12.2K Hold
8
– – ﹤0.01% 537
2023
Q4 		$11.4K Hold
8
– – ﹤0.01% 523
2023
Q3 		$11.8K Hold
8
– – ﹤0.01% 500
2023
Q2 		$11.1K Hold
8
– – ﹤0.01% 579
2023
Q1 		$10.2K Hold
8
– – ﹤0.01% 603
2022
Q4 		$10.5K Hold
8
– – ﹤0.01% 613
2022
Q3 		$9K Hold
8
– – ﹤0.01% 582
2022
Q2 		$10K Hold
8
– – ﹤0.01% 577
2022
Q1 		$12K Hold
8
– – ﹤0.01% 577
2021
Q4 		$10K Hold
8
– – ﹤0.01% 612
2021
Q3 		$10K Hold
8
– – ﹤0.01% 582
2021
Q2 		$9K Hold
8
– – ﹤0.01% 616
2021
Q1 		$9K Hold
8
– – ﹤0.01% 629
2020
Q4 		$8K Hold
8
– – ﹤0.01% 600
2020
Q3 		$8K Hold
8
– – ﹤0.01% 511
2020
Q2 		$7K Buy
+8
New +$7.27K ﹤0.01% 367

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Carolinas Wealth Consulting's MKL Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of Markel Group (MKL) in Q2 2024, closing a stake of 8 shares — an estimated $12.2K sold.

Carolinas Wealth Consulting first reported a position in MKL in Q2 2020 and held it in 16 quarters. The position peaked at $12.2K in Q1 2024. 811 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

  • Carolinas Wealth Consulting reported no remaining Markel Group position as of Q2 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8 Markel Group shares in Q2 2024, an estimated $12.2K.
  • Carolinas Wealth Consulting first reported a position in Markel Group in Q2 2020 and held it in 16 quarters.
  • Carolinas Wealth Consulting's Markel Group position peaked at $12.2K in Q1 2024.
  • 811 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

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