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ALPS Advisors’s Markel Group MKL Stock Holding History

ALPS Advisors’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
Q1 		– Sell
-220
Closed -$312K – 1035
2023
Q4 		$312K Sell
220
-10
-4% -$14.2K ﹤0.01% 831
2023
Q3 		$339K Buy
+230
New +$337K ﹤0.01% 697
2022
Q3 		– Sell
-204
Closed -$264K – 1148
2022
Q2 		$264K Buy
+204
New +$280K ﹤0.01% 918
2020
Q3 		– Sell
-231
Closed -$213K – 897
2020
Q2 		$213K Sell
231
-24
-9% -$21.8K ﹤0.01% 747
2020
Q1 		$237K Buy
+255
New +$292K ﹤0.01% 620

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ALPS Advisors's MKL Position: Q1 2024 in Review

ALPS Advisors sold out of Markel Group (MKL) in Q1 2024, closing a stake of 220 shares — an estimated $312K sold.

ALPS Advisors first reported a position in MKL in Q1 2020 and held it in 5 quarters. The position peaked at $339K in Q3 2023. 746 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • ALPS Advisors reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • ALPS Advisors sold 220 Markel Group shares in Q1 2024, an estimated $312K.
  • ALPS Advisors first reported a position in Markel Group in Q1 2020 and held it in 5 quarters.
  • ALPS Advisors's Markel Group position peaked at $339K in Q3 2023.
  • 746 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on ALPS Advisors's 13F filing for Q1 2024, filed 14 May 2024.