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MKL icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

2Xideas's MKL Position: Q2 2024 in Review

2Xideas sold out of Markel Group (MKL) in Q2 2024, closing a stake of 7,080 shares — an estimated $10.8M sold.

2Xideas first reported a position in MKL in Q4 2020 and held it in 14 quarters. The position peaked at $34.7M in Q3 2021. 811 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

  • 2Xideas reported no remaining Markel Group position as of Q2 2024 after selling out during the quarter.
  • 2Xideas sold 7,080 Markel Group shares in Q2 2024, an estimated $10.8M.
  • 2Xideas first reported a position in Markel Group in Q4 2020 and held it in 14 quarters.
  • 2Xideas's Markel Group position peaked at $34.7M in Q3 2021.
  • 811 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on 2Xideas's 13F filing for Q2 2024, filed 14 Aug 2024.