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Taylor Hoffman Wealth Management’s Markel Group MKL Stock Holding History

Taylor Hoffman Wealth Management’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
Q2 		$504K Hold
320
– – 0.21% 71
2024
Q1 		$487K Sell
320
-24
-7% -$35.2K 0.21% 74
2023
Q4 		$488K Hold
344
– – 0.22% 73
2023
Q3 		$507K Sell
344
-14
-4% -$20.5K 0.26% 68
2023
Q2 		$495K Buy
358
+25
+8% +$33.5K 0.25% 71
2023
Q1 		$425K Buy
333
+21
+7% +$27.9K 0.23% 72
2022
Q4 		$411K Sell
312
-277
-47% -$343K 0.25% 71
2022
Q3 		$639K Hold
589
– – 0.34% 75
2022
Q2 		$779K Sell
589
-20
-3% -$27.4K 0.38% 75
2022
Q1 		$898K Sell
609
-83
-12% -$107K 0.36% 76
2021
Q4 		$854K Sell
692
-100
-13% -$126K 0.33% 77
2021
Q3 		$952K Hold
792
– – 0.41% 74
2021
Q2 		$940K Sell
792
-197
-20% -$236K 0.41% 72
2021
Q1 		$1.13M Sell
989
-33
-3% -$35.6K 0.52% 67
2020
Q4 		$1.06M Sell
1,022
-1
-0.1% -$997 0.54% 65
2020
Q3 		$996K Sell
1,023
-943
-48% -$958K 0.59% 61
2020
Q2 		$1.81M Buy
1,966
+129
+7% +$117K 1.14% 23
2020
Q1 		$1.71M Sell
1,837
-330
-15% -$377K 1.64% 18
2019
Q4 		$2.48M Sell
2,167
-5
-0.2% -$5.7K 1.6% 14
2019
Q3 		$2.57M Buy
2,172
+88
+4% +$100K 1.82% 10
2019
Q2 		$2.27M Sell
2,084
-101
-5% -$106K 1.83% 13
2019
Q1 		$2.18M Sell
2,185
-74
-3% -$75.1K 1.61% 18
2018
Q4 		$2.35M Buy
2,259
+115
+5% +$126K 2.1% 9
2018
Q3 		$2.55M Buy
2,144
+64
+3% +$75.3K 2.01% 12
2018
Q2 		$2.25M Buy
2,080
+523
+34% +$591K 1.95% 12
2018
Q1 		$1.82M Buy
1,557
+277
+22% +$312K 1.67% 20
2017
Q4 		$1.46M Buy
+1,280
New +$1.4M 1.39% 18

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
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

Taylor Hoffman Wealth Management's MKL Position: Q2 2024 in Review

Taylor Hoffman Wealth Management held its Markel Group (MKL) position steady in Q2 2024 at 320 shares worth $504K. The position accounts for 0.21% of the portfolio, ranked #71.

Taylor Hoffman Wealth Management first reported a position in MKL in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.57M in Q3 2019. 810 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

  • Taylor Hoffman Wealth Management held 320 shares of Markel Group worth $504K as of Q2 2024.
  • Taylor Hoffman Wealth Management left its Markel Group share count unchanged in Q2 2024.
  • Markel Group made up 0.21% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #71 holding.
  • Taylor Hoffman Wealth Management first reported a position in Markel Group in Q4 2017 and has held it in 27 quarters since.
  • Taylor Hoffman Wealth Management's Markel Group position peaked at $2.57M in Q3 2019.
  • 810 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.