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Impact Partnership Wealth’s Markel Group MKL Stock Holding History

Impact Partnership Wealth’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
-153
Closed -$217K – 805
2023
Q4 		$217K Buy
+153
New +$217K 0.08% 169

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Morgan Stanley
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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

Impact Partnership Wealth's MKL Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Markel Group (MKL) in Q1 2024, closing a stake of 153 shares — an estimated $217K sold.

Impact Partnership Wealth first reported a position in MKL in Q4 2023 and held it in 1 quarter. The position peaked at $217K in Q4 2023. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 153 Markel Group shares in Q1 2024, an estimated $217K.
  • Impact Partnership Wealth first reported a position in Markel Group in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Markel Group position peaked at $217K in Q4 2023.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.