GW
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GW & Wade’s Markel Group MKL Stock Holding History

GW & Wade’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
2023
Q4 		$1.26M Buy
890
+37
+4% +$52.5K 0.04% 205
2023
Q3 		$1.26M Sell
853
-215
-20% -$315K 0.05% 195
2023
Q2 		$1.48M Buy
+1,068
New +$1.43M 0.05% 188
2022
Q3 		– Sell
-2,509
Closed -$3.25M – 398
2022
Q2 		$3.25M Buy
2,509
+2,292
+1,056% +$3.15M 0.15% 107
2022
Q1 		$320K Hold
217
– – 0.01% 297
2021
Q4 		$268K Buy
+217
New +$274K 0.01% 338

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GW & Wade's MKL Position: Q4 2023 in Review

GW & Wade increased its Markel Group (MKL) stake by 4.3% in Q4 2023, buying an estimated $52.5K and bringing the position to 890 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #205.

GW & Wade first reported a position in MKL in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.25M in Q2 2022. 732 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • GW & Wade held 890 shares of Markel Group worth $1.26M as of Q4 2023.
  • GW & Wade bought 37 Markel Group shares in Q4 2023, an estimated $52.5K.
  • Markel Group made up 0.04% of GW & Wade's portfolio in Q4 2023, its #205 holding.
  • GW & Wade first reported a position in Markel Group in Q4 2021 and has held it in 6 quarters since.
  • GW & Wade's Markel Group position peaked at $3.25M in Q2 2022.
  • 732 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.