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SYSTM Wealth Solutions’s Markel Group MKL Stock Holding History

SYSTM Wealth Solutions’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
-80
Closed -$126K – 420
2024
Q2 		$126K Sell
80
-983
-92% -$1.53M 0.03% 231
2024
Q1 		$1.62M Sell
1,063
-518
-33% -$760K 0.2% 142
2023
Q4 		$2.24M Buy
1,581
+642
+68% +$911K 0.31% 94
2023
Q3 		$1.38M Buy
939
+47
+5% +$68.8K 0.21% 134
2023
Q2 		$1.23M Sell
892
-23
-3% -$30.8K 0.17% 172
2023
Q1 		$1.17M Sell
915
-323
-26% -$429K 0.18% 156
2022
Q4 		$1.63M Buy
+1,238
New +$1.53M 0.2% 143

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SYSTM Wealth Solutions's MKL Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Markel Group (MKL) in Q3 2024, closing a stake of 80 shares — an estimated $126K sold.

SYSTM Wealth Solutions first reported a position in MKL in Q4 2022 and held it in 7 quarters. The position peaked at $2.24M in Q4 2023. 791 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 80 Markel Group shares in Q3 2024, an estimated $126K.
  • SYSTM Wealth Solutions first reported a position in Markel Group in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Markel Group position peaked at $2.24M in Q4 2023.
  • 791 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.