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AIA Group’s Markel Group MKL Stock Holding History

AIA Group’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
Q2 		– Sell
-140
Closed -$179K – 440
2023
Q1 		$179K Sell
140
-22
-14% -$29.2K 0.01% 332
2022
Q4 		$213K Buy
162
+85
+110% +$105K 0.01% 319
2022
Q3 		$83K Sell
77
-33
-30% -$40.3K 0.01% 381
2022
Q2 		$142K Buy
110
+57
+108% +$78.2K 0.01% 416
2022
Q1 		$78K Buy
+53
New +$68.5K ﹤0.01% 489
2021
Q3 		– Sell
-776
Closed -$919K – 272
2021
Q2 		$919K Buy
776
+17
+2% +$20.4K 0.06% 116
2021
Q1 		$865K Buy
759
+47
+7% +$50.7K 0.12% 89
2020
Q4 		$747K Buy
+712
New +$710K 0.09% 91

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

AIA Group's MKL Position: Q2 2023 in Review

AIA Group sold out of Markel Group (MKL) in Q2 2023, closing a stake of 140 shares — an estimated $179K sold.

AIA Group first reported a position in MKL in Q4 2020 and held it in 8 quarters. The position peaked at $919K in Q2 2021. 699 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

  • AIA Group reported no remaining Markel Group position as of Q2 2023 after selling out during the quarter.
  • AIA Group sold 140 Markel Group shares in Q2 2023, an estimated $179K.
  • AIA Group first reported a position in Markel Group in Q4 2020 and held it in 8 quarters.
  • AIA Group's Markel Group position peaked at $919K in Q2 2021.
  • 699 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on AIA Group's 13F filing for Q2 2023, filed 28 Jul 2023.