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Aigen Investment Management’s Markel Group MKL Stock Holding History

Aigen Investment Management’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
2025
Q1 		– Sell
-530
Closed -$915K – 918
2024
Q4 		$915K Buy
530
+17
+3% +$28.2K 0.16% 191
2024
Q3 		$805K Buy
513
+222
+76% +$347K 0.16% 189
2024
Q2 		$459K Buy
+291
New +$452K 0.09% 333
2023
Q4 		– Sell
-514
Closed -$757K – 962
2023
Q3 		$757K Buy
514
+261
+103% +$382K 0.14% 234
2023
Q2 		$350K Sell
253
-45
-15% -$60.3K 0.05% 440
2023
Q1 		$381K Buy
+298
New +$396K 0.05% 367
2022
Q4 		– Sell
-624
Closed -$677K – 682
2022
Q3 		$677K Buy
624
+301
+93% +$367K 0.1% 258
2022
Q2 		$418K Buy
+323
New +$443K 0.07% 337
2021
Q4 		– Sell
-408
Closed -$488K – 1124
2021
Q3 		$488K Sell
408
-896
-69% -$1.1M 0.09% 255
2021
Q2 		$1.55M Sell
1,304
-1,147
-47% -$1.37M 0.27% 103
2021
Q1 		$2.79M Sell
2,451
-898
-27% -$969K 0.37% 66
2020
Q4 		$3.46M Buy
+3,349
New +$3.34M 0.45% 42
2020
Q3 		– Sell
-2,740
Closed -$2.53M – 1011
2020
Q2 		$2.53M Buy
+2,740
New +$2.49M 0.32% 64
2020
Q1 		– Sell
-30
Closed -$34K – 1445
2019
Q4 		$34K Buy
+30
New +$34.2K 0.01% 854

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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aigen Investment Management's MKL Position: Q1 2025 in Review

Aigen Investment Management sold out of Markel Group (MKL) in Q1 2025, closing a stake of 530 shares — an estimated $915K sold.

Aigen Investment Management first reported a position in MKL in Q4 2019 and held it in 14 quarters. The position peaked at $3.46M in Q4 2020. 853 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Aigen Investment Management reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
  • Aigen Investment Management sold 530 Markel Group shares in Q1 2025, an estimated $915K.
  • Aigen Investment Management first reported a position in Markel Group in Q4 2019 and held it in 14 quarters.
  • Aigen Investment Management's Markel Group position peaked at $3.46M in Q4 2020.
  • 853 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Aigen Investment Management's 13F filing for Q1 2025, filed 12 May 2025.