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Wallace Advisory Group’s Markel Group MKL Stock Holding History

Wallace Advisory Group’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
2025
Q1 		– Sell
-275
Closed -$431K – 196
2024
Q4 		$431K Sell
275
-5
-2% -$8.3K 0.3% 91
2024
Q3 		$441K Hold
280
– – 0.32% 84
2024
Q2 		$441K Sell
280
-5
-2% -$7.76K 0.32% 84
2024
Q1 		$405K Sell
285
-14
-5% -$20.5K 0.3% 93
2023
Q4 		$440K Sell
299
-29
-9% -$41.1K 0.34% 74
2023
Q3 		$454K Sell
328
-16
-5% -$23.4K 0.33% 79
2023
Q2 		$439K Hold
344
– – 0.33% 84
2023
Q1 		$439K Sell
344
-2
-0.6% -$2.66K 0.33% 84
2022
Q4 		$456K Buy
+346
New +$428K 0.36% 70

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wallace Advisory Group's MKL Position: Q1 2025 in Review

Wallace Advisory Group sold out of Markel Group (MKL) in Q1 2025, closing a stake of 275 shares — an estimated $431K sold.

Wallace Advisory Group first reported a position in MKL in Q4 2022 and held it in 9 quarters. The position peaked at $456K in Q4 2022. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Wallace Advisory Group reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 275 Markel Group shares in Q1 2025, an estimated $431K.
  • Wallace Advisory Group first reported a position in Markel Group in Q4 2022 and held it in 9 quarters.
  • Wallace Advisory Group's Markel Group position peaked at $456K in Q4 2022.
  • 850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Wallace Advisory Group's 13F filing for Q1 2025, filed 9 Apr 2025.