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Intercontinental Wealth Advisors’s Markel Group MKL Stock Holding History

Intercontinental 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
2023
Q2 		$746K Hold
539
– – 0.18% 128
2023
Q1 		$689K Buy
539
+2
+0.4% +$2.66K 0.18% 136
2022
Q4 		$707K Buy
+537
New +$664K 0.21% 111

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Intercontinental Wealth Advisors's MKL Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its Markel Group (MKL) position steady in Q2 2023 at 539 shares worth $746K. The position accounts for 0.18% of the portfolio, ranked #128.

Intercontinental Wealth Advisors first reported a position in MKL in Q4 2022 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

  • Intercontinental Wealth Advisors held 539 shares of Markel Group worth $746K as of Q2 2023.
  • Intercontinental Wealth Advisors left its Markel Group share count unchanged in Q2 2023.
  • Markel Group made up 0.18% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #128 holding.
  • Intercontinental Wealth Advisors first reported a position in Markel Group in Q4 2022 and has held it in 3 quarters since.
  • 700 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.