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Alberta Investment Management Corp (AIMCo)’s Markel Group MKL Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2024
Q2 		– Sell
-400
Closed -$609K – 906
2024
Q1 		$609K Hold
400
– – 0.01% 770
2023
Q4 		$568K Hold
400
– – 0.01% 782
2023
Q3 		$589K Hold
400
– – 0.01% 783
2023
Q2 		$553K Hold
400
– – 0.01% 915
2023
Q1 		$511K Sell
400
-1,614
-80% -$2.14M 0.01% 963
2022
Q4 		$2.65M Sell
2,014
-120
-6% -$148K 0.02% 553
2022
Q3 		$2.31M Hold
2,134
– – 0.02% 681
2022
Q2 		$2.76M Sell
2,134
-2,366
-53% -$3.25M 0.02% 632
2022
Q1 		$6.64M Hold
4,500
– – 0.04% 454
2021
Q4 		$5.55M Hold
4,500
– – 0.03% 422
2021
Q3 		$5.38M Hold
4,500
– – 0.05% 408
2021
Q2 		$5.34M Sell
4,500
-400
-8% -$479K 0.04% 409
2021
Q1 		$5.58M Sell
4,900
-200
-4% -$216K 0.05% 351
2020
Q4 		$5.27M Buy
5,100
+1,700
+50% +$1.69M 0.05% 379
2020
Q3 		$3.31M Sell
3,400
-400
-11% -$406K 0.04% 435
2020
Q2 		$3.51M Sell
3,800
-3,400
-47% -$3.09M 0.04% 410
2020
Q1 		$6.68M Buy
7,200
+6,600
+1,100% +$7.55M 0.12% 211
2019
Q4 		$686K Hold
600
– – 0.01% 738
2019
Q3 		$709K Sell
600
-1,900
-76% -$2.16M 0.01% 704
2019
Q2 		$2.72M Hold
2,500
– – 0.02% 438
2019
Q1 		$2.49M Buy
+2,500
New +$2.54M 0.02% 436
2018
Q3 		– Sell
-4,000
Closed -$4.34M – 856
2018
Q2 		$4.34M Hold
4,000
– – 0.04% 365
2018
Q1 		$4.68M Hold
4,000
– – 0.04% 345
2017
Q4 		$4.56M Sell
4,000
-1,000
-20% -$1.09M 0.04% 357
2017
Q3 		$5.34M Hold
5,000
– – 0.05% 308
2017
Q2 		$4.88M Sell
5,000
-3,100
-38% -$3.01M 0.05% 323
2017
Q1 		$7.9M Hold
8,100
– – 0.07% 233
2016
Q4 		$7.33M Buy
8,100
+2,200
+37% +$1.96M 0.07% 238
2016
Q3 		$5.48M Buy
5,900
+3,600
+157% +$3.36M 0.05% 272
2016
Q2 		$2.19M Buy
+2,300
New +$2.14M 0.03% 403

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s MKL Position: Q2 2024 in Review

Alberta Investment Management Corp (AIMCo) sold out of Markel Group (MKL) in Q2 2024, closing a stake of 400 shares — an estimated $609K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in MKL in Q2 2016 and held it in 30 quarters. The position peaked at $7.9M in Q1 2017. 810 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

  • Alberta Investment Management Corp (AIMCo) reported no remaining Markel Group position as of Q2 2024 after selling out during the quarter.
  • Alberta Investment Management Corp (AIMCo) sold 400 Markel Group shares in Q2 2024, an estimated $609K.
  • Alberta Investment Management Corp (AIMCo) first reported a position in Markel Group in Q2 2016 and held it in 30 quarters.
  • Alberta Investment Management Corp (AIMCo)'s Markel Group position peaked at $7.9M in Q1 2017.
  • 810 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2024, filed 13 Aug 2024.