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Wealth Forward LLC’s Markel Group MKL Stock Holding History

Wealth Forward LLC’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
-129
Closed -$202K – 32
2024
Q2 		$202K Buy
+129
New +$200K 0.16% 32

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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

Wealth Forward LLC's MKL Position: Q3 2024 in Review

Wealth Forward LLC sold out of Markel Group (MKL) in Q3 2024, closing a stake of 129 shares — an estimated $202K sold.

Wealth Forward LLC first reported a position in MKL in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 791 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • Wealth Forward LLC reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
  • Wealth Forward LLC sold 129 Markel Group shares in Q3 2024, an estimated $202K.
  • Wealth Forward LLC first reported a position in Markel Group in Q2 2024 and held it in 1 quarter.
  • Wealth Forward LLC's Markel Group position peaked at $202K in Q2 2024.
  • 791 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Wealth Forward LLC's 13F filing for Q3 2024, filed 28 Oct 2024.