Madison Wealth Management’s Markel Group MKL Stock Holding History

Madison 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
2023 Q3	$911K	Sell	619 -24	-4%	-$35.1K	0.19%	95
2023 Q2	$889K	Hold	643	–	–	0.18%	98
2023 Q1	$821K	Hold	643	–	–	0.18%	97
2022 Q4	$847K	Sell	643 -12	-2%	-$14.8K	0.19%	95
2022 Q3	$710K	Hold	655	–	–	0.17%	99
2022 Q2	$847K	Hold	655	–	–	0.21%	95
2022 Q1	$966K	Sell	655 -50	-7%	-$64.6K	0.2%	92
2021 Q4	$870K	Sell	705 -10	-1%	-$12.6K	0.17%	91
2021 Q3	$855K	Sell	715 -17	-2%	-$21K	0.19%	90
2021 Q2	$869K	Sell	732 -7	-0.9%	-$8.39K	0.19%	91
2021 Q1	$842K	Buy	739 +2	+0.3%	+$2.16K	0.21%	91
2020 Q4	$762K	Sell	737 -10	-1%	-$9.97K	0.2%	88
2020 Q3	$727K	Buy	747 +12	+2%	+$12.2K	0.22%	78
2020 Q2	$679K	Buy	735 +28	+4%	+$25.5K	0.22%	76
2020 Q1	$656K	Sell	707 -15	-2%	-$17.2K	0.26%	74
2019 Q4	$825K	Buy	+722	New	+$822K	0.24%	80

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Madison Wealth Management's MKL Position: Q3 2023 in Review

Madison Wealth Management reduced its Markel Group (MKL) stake by 3.7% in Q3 2023, selling an estimated $35.1K and leaving 619 shares worth $911K. The position accounts for 0.19% of the portfolio, ranked #95.

Madison Wealth Management first reported a position in MKL in Q4 2019 and has held it in 16 quarters since. The position peaked at $966K in Q1 2022. 738 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

Madison Wealth Management held 619 shares of Markel Group worth $911K as of Q3 2023.
Madison Wealth Management sold 24 Markel Group shares in Q3 2023, an estimated $35.1K.
Markel Group made up 0.19% of Madison Wealth Management's portfolio in Q3 2023, its #95 holding.
Madison Wealth Management first reported a position in Markel Group in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's Markel Group position peaked at $966K in Q1 2022.
738 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.