Financial Gravity Asset Management’s Markel Group MKL Stock Holding History

Financial Gravity Asset Management’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	$3.74K	Buy	+2	New	+$3.68K	﹤0.01%	749

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

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

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

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

Financial Gravity Asset Management's MKL Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Markel Group (MKL) in Q1 2025: 2 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings.

850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

Financial Gravity Asset Management held 2 shares of Markel Group worth $3.74K as of Q1 2025.
Markel Group was a new Financial Gravity Asset Management position in Q1 2025.
Markel Group made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #749 holding.
850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.