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Cetera Advisors’s Markel Group MKL Stock Holding History

Cetera Advisors’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 		$545K Buy
+358
New +$525K ﹤0.01% 1538

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cetera Advisors's MKL Position: Q1 2024 in Review

Cetera Advisors opened a new position in Markel Group (MKL) in Q1 2024: 358 shares worth $545K. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings.

745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Cetera Advisors held 358 shares of Markel Group worth $545K as of Q1 2024.
  • Markel Group was a new Cetera Advisors position in Q1 2024.
  • Markel Group made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1538 holding.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

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