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CWS Financial Advisors’s Markel Group MKL Stock Holding History

CWS Financial 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 		– Sell
-148
Closed -$210K – 132
2023
Q4 		$210K Hold
148
– – 0.08% 138
2023
Q3 		$218K Hold
148
– – 0.09% 129
2023
Q2 		$205K Buy
+148
New +$198K 0.08% 144
2022
Q2 		– Sell
-139
Closed -$205K – 170
2022
Q1 		$205K Buy
+139
New +$180K 0.08% 145

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

CWS Financial Advisors's MKL Position: Q1 2024 in Review

CWS Financial Advisors sold out of Markel Group (MKL) in Q1 2024, closing a stake of 148 shares — an estimated $210K sold.

CWS Financial Advisors first reported a position in MKL in Q1 2022 and held it in 4 quarters. The position peaked at $218K in Q3 2023. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • CWS Financial Advisors reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • CWS Financial Advisors sold 148 Markel Group shares in Q1 2024, an estimated $210K.
  • CWS Financial Advisors first reported a position in Markel Group in Q1 2022 and held it in 4 quarters.
  • CWS Financial Advisors's Markel Group position peaked at $218K in Q3 2023.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on CWS Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.