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Global Wealth Management Investment Advisory’s Markel Group MKL Stock Holding History

Global Wealth Management Investment Advisory’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
-4
Closed -$5.68K – 320
2023
Q4 		$5.68K Buy
+4
New +$5.67K ﹤0.01% 328
2019
Q1 		– Sell
-18
Closed -$19K – 732
2018
Q4 		$19K Buy
+18
New +$19.7K 0.01% 305

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

Global Wealth Management Investment Advisory's MKL Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Markel Group (MKL) in Q1 2024, closing a stake of 4 shares — an estimated $5.68K sold.

Global Wealth Management Investment Advisory first reported a position in MKL in Q4 2018 and held it in 2 quarters. The position peaked at $19K in Q4 2018. 746 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 4 Markel Group shares in Q1 2024, an estimated $5.68K.
  • Global Wealth Management Investment Advisory first reported a position in Markel Group in Q4 2018 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Markel Group position peaked at $19K in Q4 2018.
  • 746 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.