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WR Wealth Planners’s Markel Group MKL Stock Holding History

WR Wealth Planners’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
Q4 		$19K Hold
11
– – 0.01% 473
2024
Q3 		$17.3K Hold
11
– – ﹤0.01% 521
2024
Q2 		$17.3K Buy
11
+8
+267% +$12.4K 0.01% 468
2024
Q1 		$4.56K Buy
+3
New +$4.4K ﹤0.01% 737

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WR Wealth Planners's MKL Position: Q4 2024 in Review

WR Wealth Planners held its Markel Group (MKL) position steady in Q4 2024 at 11 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #473.

WR Wealth Planners first reported a position in MKL in Q1 2024 and has held it in 4 quarters since. 831 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

  • WR Wealth Planners held 11 shares of Markel Group worth $19K as of Q4 2024.
  • WR Wealth Planners left its Markel Group share count unchanged in Q4 2024.
  • Markel Group made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #473 holding.
  • WR Wealth Planners first reported a position in Markel Group in Q1 2024 and has held it in 4 quarters since.
  • 831 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.