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Lumature Wealth Partners’s Markel Group MKL Stock Holding History

Lumature Wealth Partners’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 		$6.92K Hold
5
– – ﹤0.01% 330
2023
Q1 		$6.39K Hold
5
– – ﹤0.01% 330
2022
Q4 		$6.59K Hold
5
– – ﹤0.01% 327
2022
Q3 		$5K Hold
5
– – ﹤0.01% 346
2022
Q2 		$6K Hold
5
– – ﹤0.01% 352
2022
Q1 		$7K Hold
5
– – ﹤0.01% 363
2021
Q4 		$6K Hold
5
– – ﹤0.01% 362
2021
Q3 		$6K Buy
+5
New +$6.17K ﹤0.01% 364

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 $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Lumature Wealth Partners's MKL Position: Q2 2023 in Review

Lumature Wealth Partners held its Markel Group (MKL) position steady in Q2 2023 at 5 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Lumature Wealth Partners first reported a position in MKL in Q3 2021 and has held it in 8 quarters since. The position peaked at $7K in Q1 2022. 700 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

  • Lumature Wealth Partners held 5 shares of Markel Group worth $6.92K as of Q2 2023.
  • Lumature Wealth Partners left its Markel Group share count unchanged in Q2 2023.
  • Markel Group made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #330 holding.
  • Lumature Wealth Partners first reported a position in Markel Group in Q3 2021 and has held it in 8 quarters since.
  • Lumature Wealth Partners's Markel Group position peaked at $7K in Q1 2022.
  • 700 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.