Atria Wealth Solutions, Inc.

SEC CIK: 0001927543
Latest filing: Jul 25, 2025

SEC filings (opens in a new tab)

MKL holding history

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

MKL overview All 13F holders of MKL Full Q2 2025 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of MKL by Atria Wealth Solutions, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−147−100.0%	Sold out	Holders
Q2 2024	147	$231.6K	<0.1%	−6−3.9%	Reduced	Holders
Q1 2024	153	$232.8K	<0.1%	+153	New	Holders