2Xideas’s Markel Group MKL Stock Holding History

2Xideas’s Portfolio MKL Stock Details MKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,080	Closed	-$10.8M	–	53
2024 Q1	$10.8M	Sell	7,080 -263	-4%	-$386K	1.32%	36
2023 Q4	$10.4M	Sell	7,343 -601	-8%	-$853K	1.12%	49
2023 Q3	$11.7M	Sell	7,944 -1,195	-13%	-$1.75M	1.29%	25
2023 Q2	$12.6M	Buy	9,139 +1,071	+13%	+$1.44M	1.21%	29
2023 Q1	$10.3M	Buy	8,068 +55	+0.7%	+$73.1K	0.99%	48
2022 Q4	$10.6M	Buy	8,013 +305	+4%	+$377K	1.12%	17
2022 Q3	$8.36M	Sell	7,708 -1,066	-12%	-$1.3M	0.88%	58
2022 Q2	$11.3M	Sell	8,774 -3,997	-31%	-$5.48M	1.04%	28
2022 Q1	$18.8M	Buy	12,771 +694	+6%	+$897K	1.33%	12
2021 Q4	$14.9M	Sell	12,077 -16,919	-58%	-$21.3M	0.9%	47
2021 Q3	$34.7M	Buy	28,996 +4,260	+17%	+$5.25M	2.64%	10
2021 Q2	$29.4M	Buy	24,736 +296	+1%	+$355K	2.62%	11
2021 Q1	$27.9M	Buy	24,440 +1,659	+7%	+$1.79M	3.08%	7
2020 Q4	$23.5M	Buy	+22,781	New	+$22.7M	2.94%	10

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return