Wingate Wealth Advisors’s Markel Group MKL Stock Holding History

Wingate Wealth Advisors’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	-8	Closed	-$13.8K	–	290
2024 Q4	$13.8K	Buy	+8	New	+$13.3K	0.01%	317

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wingate Wealth Advisors's MKL Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Markel Group (MKL) in Q1 2025, closing a stake of 8 shares — an estimated $13.8K sold.

Wingate Wealth Advisors first reported a position in MKL in Q4 2024 and held it in 1 quarter. The position peaked at $13.8K in Q4 2024. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

Wingate Wealth Advisors reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 8 Markel Group shares in Q1 2025, an estimated $13.8K.
Wingate Wealth Advisors first reported a position in Markel Group in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Markel Group position peaked at $13.8K in Q4 2024.
850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.