Simplicity Wealth’s Markel Group MKL Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-189	Closed	-$298K	–	925
2024 Q2	$298K	Buy	189 +22	+13%	+$34.2K	0.01%	948
2024 Q1	$254K	Buy	+167	New	+$245K	0.01%	981

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Simplicity Wealth's MKL Position: Q3 2024 in Review

Simplicity Wealth sold out of Markel Group (MKL) in Q3 2024, closing a stake of 189 shares — an estimated $298K sold.

Simplicity Wealth first reported a position in MKL in Q1 2024 and held it in 2 quarters. The position peaked at $298K in Q2 2024. 791 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

Simplicity Wealth reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 189 Markel Group shares in Q3 2024, an estimated $298K.
Simplicity Wealth first reported a position in Markel Group in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Markel Group position peaked at $298K in Q2 2024.
791 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.