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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

MKL holding history

Markel Group Inc. in every 13F filed by Encompass Wealth Advisors, LLC, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of MKL by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−600−100.0%Sold outHolders
Q3 2024600$941.1K0.2%00.0%UnchangedHolders
Q2 2024600$945.4K0.3%00.0%UnchangedHolders
Q1 2024600$912.9K0.2%00.0%UnchangedHolders
Q4 2023600$851.9K0.3%00.0%UnchangedHolders
Q3 2023600$883.5K0.3%00.0%UnchangedHolders
Q2 2023600$829.9K0.3%00.0%UnchangedHolders
Q1 2023600$766.4K0.3%00.0%UnchangedHolders
Q4 2022600$790.5K0.3%00.0%UnchangedHolders
Q3 2022600$651.0K0.2%+275+84.6%AddedHolders
Q2 2022325$420.0K0.1%00.0%UnchangedHolders
Q1 2022325$479.0K0.1%00.0%UnchangedHolders
Q4 2021325$401.0K0.1%00.0%UnchangedHolders
Q3 2021325$388.0K0.1%00.0%UnchangedHolders
Q2 2021325$385.0K0.1%00.0%UnchangedHolders
Q1 2021325$384.0K0.1%––Holders

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