WA
MKL icon

Wambolt & Associates’s Markel Group MKL Stock Holding History

Wambolt & Associates’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
Q4 		– Sell
-238
Closed -$374K – 193
2024
Q3 		$374K Sell
238
-2
-0.8% -$3.13K 0.1% 140
2024
Q2 		$378K Hold
240
– – 0.11% 148
2024
Q1 		$362K Buy
240
+8
+3% +$11.7K 0.11% 168
2023
Q4 		$329K Hold
232
– – 0.11% 194
2023
Q3 		$339K Sell
232
-13
-5% -$19K 0.12% 194
2023
Q2 		$339K Sell
245
-27
-10% -$36.2K 0.12% 194
2023
Q1 		$353K Buy
272
+4
+1% +$5.31K 0.13% 195
2022
Q4 		$353K Sell
268
-6
-2% -$7.42K 0.14% 183
2022
Q3 		$297K Hold
274
– – 0.13% 189
2022
Q2 		$354K Sell
274
-9
-3% -$12.3K 0.14% 175
2022
Q1 		$423K Sell
283
-3
-1% -$3.88K 0.15% 166
2021
Q4 		$353K Hold
286
– – 0.13% 182
2021
Q3 		$344K Sell
286
-154
-35% -$190K 0.14% 177
2021
Q2 		$534K Buy
440
+9
+2% +$10.8K 0.23% 141
2021
Q1 		$499K Buy
431
+31
+8% +$33.4K 0.26% 129
2020
Q4 		$413K Hold
400
– – 0.25% 132
2020
Q3 		$389K Buy
400
+32
+9% +$32.5K 0.29% 120
2020
Q2 		$340K Buy
368
+3
+0.8% +$2.73K 0.27% 134
2020
Q1 		$339K Sell
365
-38
-9% -$43.5K 0.35% 101
2019
Q4 		$461K Sell
403
-10
-2% -$11.4K 0.35% 96
2019
Q3 		$488K Hold
413
– – 0.4% 84
2019
Q2 		$450K Buy
413
+72
+21% +$75.5K 0.38% 80
2019
Q1 		$334K Buy
341
+69
+25% +$70.1K 0.3% 109
2018
Q4 		$282K Buy
+272
New +$297K 0.31% 109

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Wambolt & Associates's MKL Position: Q4 2024 in Review

Wambolt & Associates sold out of Markel Group (MKL) in Q4 2024, closing a stake of 238 shares — an estimated $374K sold.

Wambolt & Associates first reported a position in MKL in Q4 2018 and held it in 24 quarters. The position peaked at $534K in Q2 2021. 830 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

  • Wambolt & Associates reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
  • Wambolt & Associates sold 238 Markel Group shares in Q4 2024, an estimated $374K.
  • Wambolt & Associates first reported a position in Markel Group in Q4 2018 and held it in 24 quarters.
  • Wambolt & Associates's Markel Group position peaked at $534K in Q2 2021.
  • 830 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Wambolt & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.