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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

MKL holding history

Markel Group Inc. in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MKL overviewAll 13F holders of MKLFull Q2 2026 holdings

Shares (Q2 2026)
333
Value
$650.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MKL by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026333$650.4K0.1%−19−5.4%ReducedHolders
Q1 2026352$673.8K0.1%+55+18.5%AddedHolders
Q4 2025297$638.4K0.1%−1−0.3%ReducedHolders
Q3 2025298$569.6K0.1%−3−1.0%ReducedHolders
Q2 2025301$601.2K0.1%−1−0.3%ReducedHolders
Q1 2025302$564.6K0.1%−9−2.9%ReducedHolders
Q4 2024311$536.9K0.1%−1−0.3%ReducedHolders
Q3 2024312$489.4K<0.1%−9−2.8%ReducedHolders
Q2 2024321$505.8K0.1%−19−5.6%ReducedHolders
Q1 2024340$517.3K0.1%−18−5.0%ReducedHolders
Q4 2023358$508.3K0.1%+80+28.8%AddedHolders
Q3 2023278$409.4K0.1%−1−0.4%ReducedHolders
Q2 2023279$385.9K<0.1%−2−0.7%ReducedHolders
Q1 2023281$359.0K<0.1%+16+6.0%AddedHolders
Q4 2022265$349.1K<0.1%+3+1.1%AddedHolders
Q3 2022262$284.0K<0.1%+7+2.7%AddedHolders
Q2 2022255$330.0K<0.1%+2+0.8%AddedHolders
Q1 2022253$373.0K<0.1%+4+1.6%AddedHolders
Q4 2021249$307.0K<0.1%−13−5.0%ReducedHolders
Q3 2021262$313.0K<0.1%−2−0.8%ReducedHolders
Q2 2021264$313.0K<0.1%−12−4.3%ReducedHolders
Q1 2021276$315.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.