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Ahrens Investment Partners’s Markel Group MKL Stock Holding History

Ahrens Investment Partners’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
Q1 		$57.5K Buy
+45
New +$59.8K 0.03% 301
2022
Q3 		– Sell
-45
Closed -$58K – 613
2022
Q2 		$58K Hold
45
– – 0.03% 309
2022
Q1 		$66K Hold
45
– – 0.02% 339
2021
Q4 		$56K Buy
+45
New +$56.8K 0.02% 384

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Ahrens Investment Partners's MKL Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Markel Group (MKL) in Q1 2023: 45 shares worth $57.5K. The stake represents 0.03% of the portfolio and ranks #301 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MKL as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MKL in Q4 2021 and has held it in 4 quarters since. The position peaked at $66K in Q1 2022. 674 funds tracked by Wall St. Rank hold MKL as of Q1 2023.

  • Ahrens Investment Partners held 45 shares of Markel Group worth $57.5K as of Q1 2023.
  • Markel Group was a new Ahrens Investment Partners position in Q1 2023.
  • Markel Group made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #301 holding.
  • Ahrens Investment Partners first reported a position in Markel Group in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Markel Group position peaked at $66K in Q1 2022.
  • 674 funds tracked by Wall St. Rank held Markel Group as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.