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Monograph Wealth Advisors’s Markel Group MKL Stock Holding History

Monograph Wealth Advisors’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
Q4 		– Sell
-450
Closed -$663K – 128
2023
Q3 		$663K Buy
+450
New +$659K 0.13% 57

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monograph Wealth Advisors's MKL Position: Q4 2023 in Review

Monograph Wealth Advisors sold out of Markel Group (MKL) in Q4 2023, closing a stake of 450 shares — an estimated $663K sold.

Monograph Wealth Advisors first reported a position in MKL in Q3 2023 and held it in 1 quarter. The position peaked at $663K in Q3 2023. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • Monograph Wealth Advisors reported no remaining Markel Group position as of Q4 2023 after selling out during the quarter.
  • Monograph Wealth Advisors sold 450 Markel Group shares in Q4 2023, an estimated $663K.
  • Monograph Wealth Advisors first reported a position in Markel Group in Q3 2023 and held it in 1 quarter.
  • Monograph Wealth Advisors's Markel Group position peaked at $663K in Q3 2023.
  • 731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Monograph Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.