Number of Shares
260.00
Current Holdings Value*
$486,100.00
% of Portfolio
2.3%
Total Estimate Gain
$51,103.64
% of Total Estimate Gain
6.54%

First Trust Growth Strength Portfolio's Markel Group Inc Holding Summary

As of 2025-03-31, First Trust Growth Strength Portfolio held 260.00 shares of Markel Group Inc(MKL), totaling $486,100.00. This investment constitutes 2.3% of their stock portfolio, and First Trust Growth Strength Portfolio now holds 0% of the outstanding Markel Group Inc(MKL) stock.

The initial trade took place in 2024Q3. And since then First Trust Growth Strength Portfolio has made 2 purchases of MKL, at an average price of $1,722.41, for a total of 454.00 shares. In addition, there have been 1 sales at an average price of $1,660.71 for 194.00 shares. Based on historical transaction data and MKL's current price of $1965.00, First Trust Growth Strength Portfolio's estimated gain on his MKL holdings is $51,103.64, reflecting a 6.54% gain to date.

First Trust Growth Strength Portfolio MKL ($1965.00) Holding Chart

First Trust Growth Strength Portfolio MKL ($1965.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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