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Arcus Capital Partners’s Markel Group MKL Stock Holding History

Arcus Capital Partners’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
Q4 		– Sell
-323
Closed -$476K – 128
2023
Q3 		$476K Buy
323
+6
+2% +$8.78K 0.15% 64
2023
Q2 		$438K Hold
317
– – 0.13% 69
2023
Q1 		$405K Hold
317
– – 0.14% 72
2022
Q4 		$418K Sell
317
-124
-28% -$153K 0.17% 60
2022
Q3 		$478K Buy
441
+123
+39% +$150K 0.2% 60
2022
Q2 		$411K Sell
318
-2
-0.6% -$2.74K 0.18% 63
2022
Q1 		$472K Buy
320
+73
+30% +$94.3K 0.17% 60
2021
Q4 		$305K Buy
247
+73
+42% +$92.1K 0.1% 82
2021
Q3 		$208K Sell
174
-31
-15% -$38.2K 0.08% 93
2021
Q2 		$243K Buy
205
+7
+4% +$8.39K 0.11% 92
2021
Q1 		$226K Buy
+198
New +$214K 0.02% 101

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arcus Capital Partners's MKL Position: Q4 2023 in Review

Arcus Capital Partners sold out of Markel Group (MKL) in Q4 2023, closing a stake of 323 shares — an estimated $476K sold.

Arcus Capital Partners first reported a position in MKL in Q1 2021 and held it in 11 quarters. The position peaked at $478K in Q3 2022. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • Arcus Capital Partners reported no remaining Markel Group position as of Q4 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 323 Markel Group shares in Q4 2023, an estimated $476K.
  • Arcus Capital Partners first reported a position in Markel Group in Q1 2021 and held it in 11 quarters.
  • Arcus Capital Partners's Markel Group position peaked at $478K in Q3 2022.
  • 731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Arcus Capital Partners's 13F filing for Q4 2023, filed 23 Jan 2024.