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Glassman Wealth Services’s Markel Group MKL Stock Holding History

Glassman Wealth Services’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
-41
Closed -$58.2K – 1157
2023
Q4 		$58.2K Sell
41
-21
-34% -$29.8K 0.01% 417
2023
Q3 		$91.3K Hold
62
– – 0.01% 294
2023
Q2 		$85.8K Hold
62
– – 0.01% 290
2023
Q1 		$79.2K Hold
62
– – 0.01% 298
2022
Q4 		$81.7K Sell
62
-1
-2% -$1.24K 0.02% 304
2022
Q3 		$68K Sell
63
-1
-2% -$1.22K 0.01% 319
2022
Q2 		$83K Hold
64
– – 0.02% 290
2022
Q1 		$94K Hold
64
– – 0.02% 272
2021
Q4 		$79K Buy
64
+2
+3% +$2.52K 0.01% 286
2021
Q3 		$74K Hold
62
– – 0.02% 284
2021
Q2 		$74K Hold
62
– – 0.02% 281
2021
Q1 		$71K Buy
62
+1
+2% +$1.08K 0.02% 276
2020
Q4 		$63K Hold
61
– – 0.01% 303
2020
Q3 		$59K Hold
61
– – 0.02% 270
2020
Q2 		$56K Hold
61
– – 0.02% 236
2020
Q1 		$57K Hold
61
– – 0.02% 220
2019
Q4 		$70K Hold
61
– – 0.03% 212
2019
Q3 		$72K Hold
61
– – 0.03% 197
2019
Q2 		$66K Buy
61
+40
+190% +$41.9K 0.03% 208
2019
Q1 		$21K Hold
21
– – 0.01% 349
2018
Q4 		$22K Hold
21
– – 0.01% 283
2018
Q3 		$25K Sell
21
-2
-9% -$2.35K 0.01% 296
2018
Q2 		$25K Hold
23
– – 0.01% 265
2018
Q1 		$27K Buy
23
+19
+475% +$21.4K 0.02% 245
2017
Q4 		$5K Buy
+4
New +$4.37K ﹤0.01% 397

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Glassman Wealth Services's MKL Position: Q1 2024 in Review

Glassman Wealth Services sold out of Markel Group (MKL) in Q1 2024, closing a stake of 41 shares — an estimated $58.2K sold.

Glassman Wealth Services first reported a position in MKL in Q4 2017 and held it in 25 quarters. The position peaked at $94K in Q1 2022. 746 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Glassman Wealth Services reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 41 Markel Group shares in Q1 2024, an estimated $58.2K.
  • Glassman Wealth Services first reported a position in Markel Group in Q4 2017 and held it in 25 quarters.
  • Glassman Wealth Services's Markel Group position peaked at $94K in Q1 2022.
  • 746 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.