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Ables Iannone Moore & Associates’s Markel Group MKL Stock Holding History

Ables Iannone Moore & Associates’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
Q1 		– Sell
-40
Closed -$56.8K – 197
2023
Q4 		$56.8K Buy
+40
New +$56.7K 0.04% 88

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ables Iannone Moore & Associates's MKL Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Markel Group (MKL) in Q1 2024, closing a stake of 40 shares — an estimated $56.8K sold.

Ables Iannone Moore & Associates first reported a position in MKL in Q4 2023 and held it in 1 quarter. The position peaked at $56.8K in Q4 2023. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 40 Markel Group shares in Q1 2024, an estimated $56.8K.
  • Ables Iannone Moore & Associates first reported a position in Markel Group in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Markel Group position peaked at $56.8K in Q4 2023.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.