CAN
MKL icon

Cetera Advisor Networks’s Markel Group MKL Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.11M Buy
732
+118
+19% +$173K 0.01% 1387
2023
Q4 		$872K Buy
614
+39
+7% +$55.3K ﹤0.01% 1461
2023
Q3 		$847K Buy
575
+27
+5% +$39.5K 0.01% 1392
2023
Q2 		$758K Sell
548
-34
-6% -$45.6K 0.01% 1429
2023
Q1 		$743K Buy
582
+68
+13% +$90.3K 0.01% 1426
2022
Q4 		$677K Buy
+514
New +$636K 0.01% 1432
2020
Q3 		– Sell
-92
Closed -$85K – 2309
2020
Q2 		$85K Buy
+92
New +$83.6K ﹤0.01% 1609
2020
Q1 		– Sell
-269
Closed -$303K – 1207
2019
Q4 		$303K Buy
269
+44
+20% +$50.1K 0.01% 948
2019
Q3 		$267K Buy
225
+2
+0.9% +$2.27K 0.01% 973
2019
Q2 		$242K Sell
223
-11
-5% -$11.5K 0.01% 1001
2019
Q1 		$233K Buy
234
+19
+9% +$19.3K 0.01% 988
2018
Q4 		$222K Buy
215
+2
+0.9% +$2.19K 0.01% 897
2018
Q3 		$253K Buy
213
+6
+3% +$7.06K 0.01% 935
2018
Q2 		$224K Sell
207
-1
-0.5% -$1.13K 0.01% 738
2018
Q1 		$243K Sell
208
-49
-19% -$55.2K 0.01% 744
2017
Q4 		$292K Sell
257
-1
-0.4% -$1.09K 0.01% 745
2017
Q3 		$275K Buy
258
+2
+0.8% +$2.07K 0.01% 714
2017
Q2 		$250K Sell
256
-21
-8% -$20.4K 0.01% 752
2017
Q1 		$271K Buy
277
+5
+2% +$4.73K 0.01% 731
2016
Q4 		$246K Sell
272
-256
-48% -$228K 0.01% 720
2016
Q3 		$490K Buy
528
+238
+82% +$222K 0.02% 588
2016
Q2 		$277K Buy
290
+19
+7% +$17.7K 0.02% 657
2016
Q1 		$241K Sell
271
-20
-7% -$17.2K 0.02% 685
2015
Q4 		$257K Buy
291
+20
+7% +$17.4K 0.02% 654
2015
Q3 		$217K Buy
+271
New +$229K 0.01% 701

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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cetera Advisor Networks's MKL Position: Q1 2024 in Review

Cetera Advisor Networks increased its Markel Group (MKL) stake by 19% in Q1 2024, buying an estimated $173K and bringing the position to 732 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1387.

Cetera Advisor Networks first reported a position in MKL in Q3 2015 and has held it in 25 quarters since. 746 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Cetera Advisor Networks held 732 shares of Markel Group worth $1.11M as of Q1 2024.
  • Cetera Advisor Networks bought 118 Markel Group shares in Q1 2024, an estimated $173K.
  • Markel Group made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1387 holding.
  • Cetera Advisor Networks first reported a position in Markel Group in Q3 2015 and has held it in 25 quarters since.
  • 746 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.