Cm Wealth Advisors »

Markel Corporation shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Markel Corporation (MKL) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Markel Corporation

Tip: Access up to 7 years of quarterly data

All positions including Markel Corporation held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Markel Corporation by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $286k 177 1615.15
2023-06-30 $236k 163 1447.48
2023-03-31 $2.1M 1.6k 1311.60

More positions owned by Cm Wealth Advisors

iShares S&P 100 Index (OEF)
SPDR Dow Jones Industrial Average ETF (DIA)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Dividend Appreciation ETF (VIG)
iShares Russell 1000 Index (IWB)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 2000 Value Index (IWN)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Stock Market ETF (VTI)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Invesco S&p 500 Equal Weight Etf (RSP)
Alphabet Inc Class A cs (GOOGL)

View all positions for Cm Wealth Advisors

Top funds holding Markel Corporation

Vanguard Group
BlackRock
Principal Financial Group
Morgan Stanley
Davis Selected Advisers
Baillie Gifford & Co
Wellington Management Company
Robeco Investment Management
Davenport & Co
Geode Capital Management
T. Rowe Price Investment Management
Bank of America Corporation
Mackenzie Financial
Scharf Investments
Df Dent & Co

View all funds holding Markel Corporation