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Wipfli Financial Advisors’s Markel Group MKL Stock Holding History

Wipfli Financial 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
2022
Q3 		$364K Buy
+336
New +$410K 0.03% 287

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Wipfli Financial Advisors's MKL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Markel Group (MKL) in Q3 2022: 336 shares worth $364K. The stake represents 0.03% of the portfolio and ranks #287 among its holdings.

636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

  • Wipfli Financial Advisors held 336 shares of Markel Group worth $364K as of Q3 2022.
  • Markel Group was a new Wipfli Financial Advisors position in Q3 2022.
  • Markel Group made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #287 holding.
  • 636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.