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Concord Wealth Partners’s Markel Group MKL Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-4
Closed -$6.91K – 903
2024
Q4 		$6.91K Hold
4
– – ﹤0.01% 566
2024
Q3 		$6.27K Buy
+4
New +$6.26K ﹤0.01% 608
2023
Q4 		– Sell
-2
Closed -$2.94K – 943
2023
Q3 		$2.94K Hold
2
– – ﹤0.01% 806
2023
Q2 		$2.77K Hold
2
– – ﹤0.01% 814
2023
Q1 		$2.56K Hold
2
– – ﹤0.01% 775
2022
Q4 		$2.63K Buy
+2
New +$2.47K ﹤0.01% 892
2022
Q3 		– Sell
-2
Closed -$3K – 734
2022
Q2 		$3K Hold
2
– – ﹤0.01% 952
2022
Q1 		$3K Hold
2
– – ﹤0.01% 1031
2021
Q4 		$2K Hold
2
– – ﹤0.01% 1138
2021
Q3 		$2K Hold
2
– – ﹤0.01% 762
2021
Q2 		$2K Hold
2
– – ﹤0.01% 899
2021
Q1 		$2K Buy
+2
New +$2.16K ﹤0.01% 834

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Concord Wealth Partners's MKL Position: Q1 2025 in Review

Concord Wealth Partners sold out of Markel Group (MKL) in Q1 2025, closing a stake of 4 shares — an estimated $6.91K sold.

Concord Wealth Partners first reported a position in MKL in Q1 2021 and held it in 12 quarters. The position peaked at $6.91K in Q4 2024. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Concord Wealth Partners reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 4 Markel Group shares in Q1 2025, an estimated $6.91K.
  • Concord Wealth Partners first reported a position in Markel Group in Q1 2021 and held it in 12 quarters.
  • Concord Wealth Partners's Markel Group position peaked at $6.91K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.