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Advisor Partners II’s Markel Group MKL Stock Holding History

Advisor Partners II’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
2023
Q3 		$294K Buy
200
+45
+29% +$65.9K 0.01% 965
2023
Q2 		$214K Buy
+155
New +$208K 0.01% 969

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Partners II's MKL Position: Q3 2023 in Review

Advisor Partners II increased its Markel Group (MKL) stake by 29% in Q3 2023, buying an estimated $65.9K and bringing the position to 200 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #965.

Advisor Partners II first reported a position in MKL in Q2 2023 and has held it in 2 quarters since. 737 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • Advisor Partners II held 200 shares of Markel Group worth $294K as of Q3 2023.
  • Advisor Partners II bought 45 Markel Group shares in Q3 2023, an estimated $65.9K.
  • Markel Group made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #965 holding.
  • Advisor Partners II first reported a position in Markel Group in Q2 2023 and has held it in 2 quarters since.
  • 737 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.