SIMA Wealth Partners, LLC
- SEC CIK
- 0002135539
- Latest filing
- Jul 28, 2026
MKL holding history
Markel Group Inc. in every 13F filed by SIMA Wealth Partners, 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 (Q2 2026)
- 16
- Value
- $31.2K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | $31.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 16 | $30.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 16 | $34.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 16 | $30.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 16 | $32.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 16 | $29.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 16 | $27.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 16 | $25.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 16 | $25.2K | <0.1% | – | No prior filing | Holders |