Encompass Wealth Advisors’s Markel Group MKL Stock Holding History

Encompass 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 Q4	–	Sell	-600	Closed	-$941K	–	121
2024 Q3	$941K	Hold	600	–	–	0.24%	87
2024 Q2	$945K	Hold	600	–	–	0.25%	83
2024 Q1	$913K	Hold	600	–	–	0.24%	87
2023 Q4	$852K	Hold	600	–	–	0.26%	80
2023 Q3	$883K	Hold	600	–	–	0.29%	67
2023 Q2	$830K	Hold	600	–	–	0.27%	74
2023 Q1	$766K	Hold	600	–	–	0.26%	75
2022 Q4	$790K	Hold	600	–	–	0.29%	65
2022 Q3	$651K	Buy	600 +275	+85%	+$336K	0.25%	73
2022 Q2	$420K	Hold	325	–	–	0.15%	123
2022 Q1	$479K	Hold	325	–	–	0.12%	134
2021 Q4	$401K	Hold	325	–	–	0.1%	153
2021 Q3	$388K	Hold	325	–	–	0.1%	148
2021 Q2	$385K	Hold	325	–	–	0.09%	157
2021 Q1	$384K	Sell	325 -275	-46%	-$297K	0.1%	160
2020 Q4	$620K	Buy	+600	New	+$598K	0.36%	55

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Encompass Wealth Advisors's MKL Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of Markel Group (MKL) in Q4 2024, closing a stake of 600 shares — an estimated $941K sold.

Encompass Wealth Advisors first reported a position in MKL in Q4 2020 and held it in 16 quarters. The position peaked at $945K in Q2 2024. 830 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

Encompass Wealth Advisors reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 600 Markel Group shares in Q4 2024, an estimated $941K.
Encompass Wealth Advisors first reported a position in Markel Group in Q4 2020 and held it in 16 quarters.
Encompass Wealth Advisors's Markel Group position peaked at $945K in Q2 2024.
830 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.