Tradition Wealth Management’s Markel Group MKL Stock Holding History

Tradition 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 Q1	–	Sell	-74	Closed	-$105K	–	871
2023 Q4	$105K	Hold	74	–	–	0.01%	457
2023 Q3	$109K	Hold	74	–	–	0.01%	422
2023 Q2	$102K	Hold	74	–	–	0.01%	454
2023 Q1	$95K	Hold	74	–	–	0.01%	457
2022 Q4	$97K	Hold	74	–	–	0.01%	385
2022 Q3	$80K	Buy	74 +50	+208%	+$61K	0.01%	401
2022 Q2	$31K	Hold	24	–	–	﹤0.01%	564
2022 Q1	$35K	Hold	24	–	–	﹤0.01%	591
2021 Q4	$30K	Hold	24	–	–	﹤0.01%	647
2021 Q3	$29K	Hold	24	–	–	﹤0.01%	647
2021 Q2	$28K	Sell	24 -1	-4%	-$1.2K	﹤0.01%	678
2021 Q1	$28K	Hold	25	–	–	﹤0.01%	561
2020 Q4	$26K	Buy	+25	New	+$24.9K	0.01%	533

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Tradition Wealth Management's MKL Position: Q1 2024 in Review

Tradition Wealth Management sold out of Markel Group (MKL) in Q1 2024, closing a stake of 74 shares — an estimated $105K sold.

Tradition Wealth Management first reported a position in MKL in Q4 2020 and held it in 13 quarters. The position peaked at $109K in Q3 2023. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

Tradition Wealth Management reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 74 Markel Group shares in Q1 2024, an estimated $105K.
Tradition Wealth Management first reported a position in Markel Group in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Markel Group position peaked at $109K in Q3 2023.
745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.