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Janiczek Wealth Management’s Markel Group MKL Stock Holding History

Janiczek Wealth Management’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
Q2 		$7.88K Hold
5
– – ﹤0.01% 685
2024
Q1 		$7.61K Buy
+5
New +$7.33K ﹤0.01% 714
2022
Q4 		– Sell
-1
Closed -$1K – 1063
2022
Q3 		$1K Hold
1
– – ﹤0.01% 852
2022
Q2 		$1K Hold
1
– – ﹤0.01% 887
2022
Q1 		$1K Hold
1
– – ﹤0.01% 878
2021
Q4 		$1K Hold
1
– – ﹤0.01% 940
2021
Q3 		$1K Buy
+1
New +$1.23K ﹤0.01% 912

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Janiczek Wealth Management's MKL Position: Q2 2024 in Review

Janiczek Wealth Management held its Markel Group (MKL) position steady in Q2 2024 at 5 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Janiczek Wealth Management first reported a position in MKL in Q3 2021 and has held it in 7 quarters since. 810 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

  • Janiczek Wealth Management held 5 shares of Markel Group worth $7.88K as of Q2 2024.
  • Janiczek Wealth Management left its Markel Group share count unchanged in Q2 2024.
  • Markel Group made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #685 holding.
  • Janiczek Wealth Management first reported a position in Markel Group in Q3 2021 and has held it in 7 quarters since.
  • 810 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.