WCM Mid Cap Quality Value Fund MKL Holdings History
WCM Mid Cap Quality Value Fund's Markel Group Inc Holding Summary
As of 2025-03-31, WCM Mid Cap Quality Value Fund held 80.00 shares of Markel Group Inc(MKL), totaling $149,570.00. This investment constitutes 3.4% of their stock portfolio, and WCM Mid Cap Quality Value Fund now holds 0% of the outstanding Markel Group Inc(MKL) stock.
The initial trade took place in 2022Q3. And since then WCM Mid Cap Quality Value Fund has made 7 purchases of MKL, at an average price of $1,654.43, for a total of 81.00 shares. In addition, there have been 1 sales at an average price of $1,339.96 for 1.00 shares. Based on historical transaction data and MKL's current price of $2002.03, WCM Mid Cap Quality Value Fund's estimated gain on his MKL holdings is $27,493.64, reflecting a 20.52% gain to date.
WCM Mid Cap Quality Value Fund MKL ($2002.03) Holding Chart
WCM Mid Cap Quality Value Fund MKL ($2002.03) 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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