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WealthPLAN Partners’s Markel Group MKL Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-20
Closed -$27.7K – 806
2023
Q2 		$27.7K Hold
20
– – ﹤0.01% 616
2023
Q1 		$25.5K Sell
20
-255
-93% -$339K ﹤0.01% 675
2022
Q4 		$371K Buy
+275
New +$340K 0.03% 287
2022
Q1 		$391K Hold
289
– – 0.03% 279
2021
Q4 		$356K Buy
289
+20
+7% +$25.2K 0.02% 294
2021
Q3 		$336K Sell
269
-20
-7% -$24.7K 0.02% 300
2021
Q2 		$371K Hold
289
– – 0.03% 265
2021
Q1 		$342K Sell
289
-12
-4% -$12.9K 0.03% 261
2020
Q4 		$322K Sell
301
-9
-3% -$8.97K 0.03% 259
2020
Q3 		$316K Sell
310
-15
-5% -$15.2K 0.03% 249
2020
Q2 		$352K Hold
325
– – 0.04% 217
2020
Q1 		$264K Sell
325
-2
-0.6% -$2.29K 0.03% 211
2019
Q4 		$428K Hold
327
– – 0.05% 170
2019
Q3 		$371K Hold
327
– – 0.05% 167
2019
Q2 		$375K Sell
327
-1
-0.3% -$1.05K 0.06% 166
2019
Q1 		$343K Hold
328
– – 0.05% 187
2018
Q4 		$331K Sell
328
-23
-7% -$25.2K 0.05% 185
2018
Q3 		$382K Hold
351
– – 0.07% 169
2018
Q2 		$381K Hold
351
– – 0.08% 171
2018
Q1 		$411K Buy
351
+1
+0.3% +$1.13K 0.09% 159
2017
Q4 		$399K Sell
350
-29
-8% -$31.7K 0.11% 144
2017
Q3 		$405K Sell
379
-4
-1% -$4.14K 0.11% 126
2017
Q2 		$374K Buy
383
+334
+682% +$324K 0.11% 122
2017
Q1 		$47.6K Buy
+49
New +$46.3K 0.17% 112
2016
Q3 		$401K Sell
433
-439
-50% -$410K 0.13% 98
2016
Q2 		$416K Buy
+872
New +$812K 0.05% 230
2015
Q4 		$430K Buy
+1,458
New +$1.27M 0.07% 173
2015
Q2 		$416K Hold
519
– – 0.18% 68
2015
Q1 		$398K Buy
+519
New +$375K 0.19% 80

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's MKL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Markel Group (MKL) in Q3 2023, closing a stake of 20 shares — an estimated $27.7K sold.

WealthPLAN Partners first reported a position in MKL in Q1 2015 and held it in 29 quarters. The position peaked at $430K in Q4 2015. 738 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 20 Markel Group shares in Q3 2023, an estimated $27.7K.
  • WealthPLAN Partners first reported a position in Markel Group in Q1 2015 and held it in 29 quarters.
  • WealthPLAN Partners's Markel Group position peaked at $430K in Q4 2015.
  • 738 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.