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Plante Moran Financial Advisors’s Markel Group MKL Stock Holding History

Plante Moran Financial 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
Q3 		– Sell
-9
Closed -$12.4K – 824
2023
Q2 		$12.4K Hold
9
– – ﹤0.01% 520
2023
Q1 		$11.5K Hold
9
– – ﹤0.01% 544
2022
Q4 		$11.9K Hold
9
– – ﹤0.01% 554
2022
Q3 		$10K Hold
9
– – ﹤0.01% 583
2022
Q2 		$12K Buy
+9
New +$12.3K ﹤0.01% 567
2021
Q1 		– Sell
-15
Closed -$15K – 1072
2020
Q4 		$15K Sell
15
-15
-50% -$15K ﹤0.01% 576
2020
Q3 		$29K Buy
30
+15
+100% +$15.2K 0.01% 421
2020
Q2 		$14K Hold
15
– – 0.01% 488
2020
Q1 		$14K Hold
15
– – 0.01% 452
2019
Q4 		$17K Hold
15
– – 0.01% 487
2019
Q3 		$18K Sell
15
-24
-62% -$27.3K 0.01% 518
2019
Q2 		$42K Hold
39
– – 0.01% 370
2019
Q1 		$39K Hold
39
– – 0.01% 381
2018
Q4 		$40K Buy
39
+15
+63% +$16.4K 0.01% 334
2018
Q3 		$29K Hold
24
– – 0.01% 388
2018
Q2 		$26K Hold
24
– – 0.01% 441
2018
Q1 		$28K Hold
24
– – 0.02% 447
2017
Q4 		$27K Hold
24
– – 0.02% 454
2017
Q3 		$26K Hold
24
– – 0.02% 428
2017
Q2 		$23K Hold
24
– – 0.01% 450
2017
Q1 		$23K Hold
24
– – 0.01% 454
2016
Q4 		$22K Sell
24
-100
-81% -$89.2K 0.01% 470
2016
Q3 		$115K Hold
124
– – 0.08% 182
2016
Q2 		$118K Buy
124
+100
+417% +$93.1K 0.09% 164
2016
Q1 		$21K Hold
24
– – 0.02% 377
2015
Q4 		$21K Buy
+24
New +$20.9K 0.02% 442

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 $1.89T AUM 35.08% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's MKL Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Markel Group (MKL) in Q3 2023, closing a stake of 9 shares — an estimated $12.4K sold.

Plante Moran Financial Advisors first reported a position in MKL in Q4 2015 and held it in 26 quarters. The position peaked at $118K in Q2 2016. 738 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • Plante Moran Financial Advisors reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 9 Markel Group shares in Q3 2023, an estimated $12.4K.
  • Plante Moran Financial Advisors first reported a position in Markel Group in Q4 2015 and held it in 26 quarters.
  • Plante Moran Financial Advisors's Markel Group position peaked at $118K in Q2 2016.
  • 738 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.