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Wilbanks Smith & Thomas Asset Management’s Markel Group MKL Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q1 		$688K Hold
452
– – 0.02% 290
2023
Q4 		$642K Hold
452
– – 0.02% 298
2023
Q3 		$666K Hold
452
– – 0.02% 270
2023
Q2 		$625K Hold
452
– – 0.02% 275
2023
Q1 		$577K Buy
452
+55
+14% +$73.1K 0.02% 285
2022
Q4 		$523K Buy
397
+6
+2% +$7.42K 0.02% 301
2022
Q3 		$424K Buy
391
+164
+72% +$200K 0.02% 307
2022
Q2 		$294K Buy
+227
New +$311K 0.01% 381
2020
Q3 		– Sell
-420
Closed -$388K – 397
2020
Q2 		$388K Buy
420
+6
+1% +$5.45K 0.02% 270
2020
Q1 		$384K Sell
414
-161
-28% -$184K 0.03% 251
2019
Q4 		$657K Buy
575
+24
+4% +$27.3K 0.04% 214
2019
Q3 		$651K Buy
551
+43
+8% +$48.9K 0.04% 194
2019
Q2 		$554K Buy
+508
New +$532K 0.04% 221
2019
Q1 		– Sell
-200
Closed -$208K – 417
2018
Q4 		$208K Buy
200
+14
+8% +$15.3K 0.01% 327
2018
Q3 		$221K Sell
186
-3
-2% -$3.53K 0.01% 372
2018
Q2 		$205K Sell
189
-4
-2% -$4.52K 0.02% 332
2018
Q1 		$226K Sell
193
-41
-18% -$46.1K 0.02% 312
2017
Q4 		$267K Hold
234
– – 0.02% 280
2017
Q3 		$250K Hold
234
– – 0.02% 281
2017
Q2 		$228K Sell
234
-2
-0.8% -$1.94K 0.02% 287
2017
Q1 		$230K Buy
236
+10
+4% +$9.45K 0.02% 282
2016
Q4 		$204K Hold
226
– – 0.02% 286
2016
Q3 		$210K Hold
226
– – 0.02% 265
2016
Q2 		$215K Buy
+226
New +$210K 0.02% 264

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 $204B AUM 27.99% 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 $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MKL Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its Markel Group (MKL) position steady in Q1 2024 at 452 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #290.

Wilbanks Smith & Thomas Asset Management first reported a position in MKL in Q2 2016 and has held it in 24 quarters since. 746 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 452 shares of Markel Group worth $688K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management left its Markel Group share count unchanged in Q1 2024.
  • Markel Group made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #290 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Markel Group in Q2 2016 and has held it in 24 quarters since.
  • 746 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.