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Kiely Wealth Advisory Group’s Markel Group MKL Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$5.97K Hold
3
– – ﹤0.01% 239
2024
Q3 		$5K Hold
3
– – ﹤0.01% 250
2024
Q2 		$4.53K Hold
3
– – ﹤0.01% 236
2024
Q1 		$4.38K Hold
3
– – ﹤0.01% 220
2023
Q4 		$4.4K Buy
+3
New +$4.26K ﹤0.01% 212

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Kiely Wealth Advisory Group's MKL Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Markel Group (MKL) position steady in Q4 2024 at 3 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Kiely Wealth Advisory Group first reported a position in MKL in Q4 2023 and has held it in 5 quarters since. 830 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

  • Kiely Wealth Advisory Group held 3 shares of Markel Group worth $5.97K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Markel Group share count unchanged in Q4 2024.
  • Markel Group made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #239 holding.
  • Kiely Wealth Advisory Group first reported a position in Markel Group in Q4 2023 and has held it in 5 quarters since.
  • 830 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.