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AJO LP’s Markel Group MKL Stock Holding History

AJO LP’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
2021
Q1 		– Sell
-593
Closed -$612K – 173
2020
Q4 		$612K Buy
+593
New +$591K 0.06% 203

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

AJO LP's MKL Position: Q1 2021 in Review

AJO LP sold out of Markel Group (MKL) in Q1 2021, closing a stake of 593 shares — an estimated $612K sold.

AJO LP first reported a position in MKL in Q4 2020 and held it in 1 quarter. The position peaked at $612K in Q4 2020. 574 funds tracked by Wall St. Rank hold MKL as of Q1 2021.

  • AJO LP reported no remaining Markel Group position as of Q1 2021 after selling out during the quarter.
  • AJO LP sold 593 Markel Group shares in Q1 2021, an estimated $612K.
  • AJO LP first reported a position in Markel Group in Q4 2020 and held it in 1 quarter.
  • AJO LP's Markel Group position peaked at $612K in Q4 2020.
  • 574 funds tracked by Wall St. Rank held Markel Group as of Q1 2021.

Based on AJO LP's 13F filing for Q1 2021, filed 7 May 2021.