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SOA Wealth Advisors’s Markel Group MKL Stock Holding History

SOA 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
Q2 		– Sell
-5
Closed -$6.39K – 964
2023
Q1 		$6.39K Hold
5
– – ﹤0.01% 586
2022
Q4 		$6.59K Hold
5
– – ﹤0.01% 574
2022
Q3 		$5K Hold
5
– – ﹤0.01% 607
2022
Q2 		$6K Hold
5
– – ﹤0.01% 568
2022
Q1 		$7K Hold
5
– – ﹤0.01% 642
2021
Q4 		$6K Hold
5
– – ﹤0.01% 638
2021
Q3 		$5K Buy
+5
New +$6.17K ﹤0.01% 688

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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

SOA Wealth Advisors's MKL Position: Q2 2023 in Review

SOA Wealth Advisors sold out of Markel Group (MKL) in Q2 2023, closing a stake of 5 shares — an estimated $6.39K sold.

SOA Wealth Advisors first reported a position in MKL in Q3 2021 and held it in 7 quarters. The position peaked at $7K in Q1 2022. 699 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

  • SOA Wealth Advisors reported no remaining Markel Group position as of Q2 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 5 Markel Group shares in Q2 2023, an estimated $6.39K.
  • SOA Wealth Advisors first reported a position in Markel Group in Q3 2021 and held it in 7 quarters.
  • SOA Wealth Advisors's Markel Group position peaked at $7K in Q1 2022.
  • 699 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.