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Wedbush Securities’s Markel Group MKL Stock Holding History

Wedbush Securities’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
-119
Closed -$205K – 1155
2024
Q4 		$205K Sell
119
-12
-9% -$19.9K 0.01% 1021
2024
Q3 		$205K Sell
131
-138
-51% -$216K 0.01% 989
2024
Q2 		$424K Sell
269
-22
-8% -$34.2K 0.02% 692
2024
Q1 		$443K Hold
291
– – 0.02% 691
2023
Q4 		$413K Buy
291
+144
+98% +$204K 0.02% 627
2023
Q3 		$216K Sell
147
-72
-33% -$105K 0.01% 882
2023
Q2 		$303K Buy
219
+3
+1% +$4.02K 0.01% 753
2023
Q1 		$276K Sell
216
-11
-5% -$14.6K 0.01% 783
2022
Q4 		$299K Buy
+227
New +$281K 0.02% 745

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

Wedbush Securities's MKL Position: Q1 2025 in Review

Wedbush Securities sold out of Markel Group (MKL) in Q1 2025, closing a stake of 119 shares — an estimated $205K sold.

Wedbush Securities first reported a position in MKL in Q4 2022 and held it in 9 quarters. The position peaked at $443K in Q1 2024. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Wedbush Securities reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
  • Wedbush Securities sold 119 Markel Group shares in Q1 2025, an estimated $205K.
  • Wedbush Securities first reported a position in Markel Group in Q4 2022 and held it in 9 quarters.
  • Wedbush Securities's Markel Group position peaked at $443K in Q1 2024.
  • 850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Wedbush Securities's 13F filing for Q1 2025, filed 6 May 2025.