Skip to main content

Wealth Forward, LLC

SEC CIK
0002012773
Latest filing
Jul 29, 2026

MKL holding history

Markel Group Inc. in every 13F filed by Wealth Forward, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2024
Holdings of MKL by Wealth Forward, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−129−100.0%Sold outHolders
Q2 2024129$202.5K0.2%+129NewHolders