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Linscomb Wealth’s Markel Group MKL Stock Holding History

Linscomb 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
-189
Closed -$269K – 288
2023
Q4 		$269K Sell
189
-68
-26% -$96.5K 0.01% 255
2023
Q3 		$379K Hold
257
– – 0.02% 221
2023
Q2 		$356K Sell
257
-74
-22% -$99.2K 0.02% 233
2023
Q1 		$423K Hold
331
– – 0.02% 228
2022
Q4 		$437K Hold
331
– – 0.02% 240
2022
Q3 		$359K Sell
331
-217
-40% -$265K 0.02% 222
2022
Q2 		$709K Sell
548
-124
-18% -$170K 0.04% 175
2022
Q1 		$991K Hold
672
– – 0.05% 182
2021
Q4 		$829K Hold
672
– – 0.04% 187
2021
Q3 		$803K Sell
672
-406
-38% -$501K 0.04% 187
2021
Q2 		$1.28M Sell
1,078
-244
-18% -$292K 0.07% 151
2021
Q1 		$1.51M Hold
1,322
– – 0.08% 138
2020
Q4 		$1.37M Buy
+1,322
New +$1.32M 0.08% 140

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
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

Linscomb Wealth's MKL Position: Q1 2024 in Review

Linscomb Wealth sold out of Markel Group (MKL) in Q1 2024, closing a stake of 189 shares — an estimated $269K sold.

Linscomb Wealth first reported a position in MKL in Q4 2020 and held it in 13 quarters. The position peaked at $1.51M in Q1 2021. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Linscomb Wealth reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Linscomb Wealth sold 189 Markel Group shares in Q1 2024, an estimated $269K.
  • Linscomb Wealth first reported a position in Markel Group in Q4 2020 and held it in 13 quarters.
  • Linscomb Wealth's Markel Group position peaked at $1.51M in Q1 2021.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Linscomb Wealth's 13F filing for Q1 2024, filed 14 May 2024.