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GGM Wealth Advisors’s Markel Group MKL Stock Holding History

GGM 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
Q1 		– Sell
-355
Closed -$524K – 143
2023
Q4 		$524K Hold
355
– – 0.22% 80
2023
Q3 		$523K Hold
355
– – 0.23% 77
2023
Q2 		$494K Buy
+355
New +$476K 0.2% 80
2023
Q1 		– Sell
-355
Closed -$491K – 104
2022
Q4 		$491K Hold
355
– – 0.25% 70
2022
Q3 		$409K Hold
355
– – 0.22% 82
2022
Q2 		$463K Hold
355
– – 0.26% 74
2022
Q1 		$522K Buy
+355
New +$459K 0.26% 75

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

GGM Wealth Advisors's MKL Position: Q1 2024 in Review

GGM Wealth Advisors sold out of Markel Group (MKL) in Q1 2024, closing a stake of 355 shares — an estimated $524K sold.

GGM Wealth Advisors first reported a position in MKL in Q1 2022 and held it in 7 quarters. The position peaked at $524K in Q4 2023. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • GGM Wealth Advisors reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • GGM Wealth Advisors sold 355 Markel Group shares in Q1 2024, an estimated $524K.
  • GGM Wealth Advisors first reported a position in Markel Group in Q1 2022 and held it in 7 quarters.
  • GGM Wealth Advisors's Markel Group position peaked at $524K in Q4 2023.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on GGM Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.