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CM Wealth Advisors’s Markel Group MKL Stock Holding History

CM Wealth 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
Q2 		– Sell
-177
Closed -$286K – 138
2024
Q1 		$286K Buy
+177
New +$260K 0.08% 140
2023
Q3 		– Sell
-163
Closed -$236K – 137
2023
Q2 		$236K Sell
163
-1,432
-90% -$1.92M 0.08% 140
2023
Q1 		$2.09M Buy
+1,595
New +$2.12M 0.4% 48

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

CM Wealth Advisors's MKL Position: Q2 2024 in Review

CM Wealth Advisors sold out of Markel Group (MKL) in Q2 2024, closing a stake of 177 shares — an estimated $286K sold.

CM Wealth Advisors first reported a position in MKL in Q1 2023 and held it in 3 quarters. The position peaked at $2.09M in Q1 2023. 810 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

  • CM Wealth Advisors reported no remaining Markel Group position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 177 Markel Group shares in Q2 2024, an estimated $286K.
  • CM Wealth Advisors first reported a position in Markel Group in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's Markel Group position peaked at $2.09M in Q1 2023.
  • 810 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.