Legal & General Group’s MarketWise MKTW Stock Holding History

Legal & General Group’s Portfolio MKTW Stock Details MKTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.81K	Hold	150	–	–	﹤0.01%	3330
2025 Q4	$2.25K	Hold	150	–	–	﹤0.01%	3369
2025 Q3	$2.48K	Hold	150	–	–	﹤0.01%	3399
2025 Q2	$2.97K	Hold	150	–	–	﹤0.01%	3402
2025 Q1	$1.48K	Hold	150	–	–	﹤0.01%	3365
2024 Q4	$1.7K	Hold	150	–	–	﹤0.01%	3385
2024 Q3	$2.01K	Hold	150	–	–	﹤0.01%	3398
2024 Q2	$3.48K	Hold	150	–	–	﹤0.01%	3396
2024 Q1	$5.19K	Hold	150	–	–	﹤0.01%	3295
2023 Q4	$8.22K	Hold	150	–	–	﹤0.01%	3263
2023 Q3	$4.83K	Hold	150	–	–	﹤0.01%	3368
2023 Q2	$5.99K	Buy	150 +78	+108%	+$3.06K	﹤0.01%	3364
2023 Q1	$2.64K	Hold	72	–	–	﹤0.01%	3340
2022 Q4	$2.44K	Hold	72	–	–	﹤0.01%	3388
2022 Q3	$3K	Hold	72	–	–	﹤0.01%	3423
2022 Q2	$5K	Buy	+72	New	+$5K	﹤0.01%	3444

Other funds holding MKTW

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SRB

Sid R. Bass $2.6M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

Legal & General Group's MKTW Position: Q1 2026 in Review

Legal & General Group held its MarketWise (MKTW) position steady in Q1 2026 at 150 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3330.

Legal & General Group first reported a position in MKTW in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.22K in Q4 2023. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

Legal & General Group held 150 shares of MarketWise worth $2.81K as of Q1 2026.
Legal & General Group left its MarketWise share count unchanged in Q1 2026.
MarketWise made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #3330 holding.
Legal & General Group first reported a position in MarketWise in Q2 2022 and has held it in 16 quarters since.
Legal & General Group's MarketWise position peaked at $8.22K in Q4 2023.
52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.