MAWCM
MKL icon

Mine & Arao Wealth Creation & Management’s Markel Group MKL Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q1 		– Sell
-9
Closed -$12.8K – 390
2023
Q4 		$12.8K Hold
9
– – 0.01% 198
2023
Q3 		$13.3K Hold
9
– – 0.01% 191
2023
Q2 		$12.4K Buy
+9
New +$12.1K 0.01% 204

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

Mine & Arao Wealth Creation & Management's MKL Position: Q1 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Markel Group (MKL) in Q1 2024, closing a stake of 9 shares — an estimated $12.8K sold.

Mine & Arao Wealth Creation & Management first reported a position in MKL in Q2 2023 and held it in 3 quarters. The position peaked at $13.3K in Q3 2023. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 9 Markel Group shares in Q1 2024, an estimated $12.8K.
  • Mine & Arao Wealth Creation & Management first reported a position in Markel Group in Q2 2023 and held it in 3 quarters.
  • Mine & Arao Wealth Creation & Management's Markel Group position peaked at $13.3K in Q3 2023.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2024, filed 9 May 2024.