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Daymark Wealth Partners’s Markel Group MKL Stock Holding History

Daymark 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
2024
Q4 		– Sell
-217
Closed -$340K – 514
2024
Q3 		$340K Buy
217
+5
+2% +$7.83K 0.01% 403
2024
Q2 		$334K Buy
212
+20
+10% +$31.1K 0.02% 385
2024
Q1 		$292K Buy
192
+5
+3% +$7.33K 0.02% 347
2023
Q4 		$266K Hold
187
– – 0.02% 337
2023
Q3 		$275K Buy
187
+5
+3% +$7.32K 0.02% 318
2023
Q2 		$252K Buy
+182
New +$244K 0.02% 323

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Daymark Wealth Partners's MKL Position: Q4 2024 in Review

Daymark Wealth Partners sold out of Markel Group (MKL) in Q4 2024, closing a stake of 217 shares — an estimated $340K sold.

Daymark Wealth Partners first reported a position in MKL in Q2 2023 and held it in 6 quarters. The position peaked at $340K in Q3 2024. 830 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

  • Daymark Wealth Partners reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 217 Markel Group shares in Q4 2024, an estimated $340K.
  • Daymark Wealth Partners first reported a position in Markel Group in Q2 2023 and held it in 6 quarters.
  • Daymark Wealth Partners's Markel Group position peaked at $340K in Q3 2024.
  • 830 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.