AP
MKL icon

Arlington Partners’s Markel Group MKL Stock Holding History

Arlington 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
-12
Closed -$17.7K – 330
2023
Q3 		$17.7K Sell
12
-141
-92% -$206K 0.01% 194
2023
Q2 		$212K Hold
153
– – 0.03% 150
2023
Q1 		$195K Buy
153
+12
+9% +$15.9K 0.03% 134
2022
Q4 		$186K Hold
141
– – 0.03% 95
2022
Q3 		$153K Hold
141
– – 0.06% 99
2022
Q2 		$182K Hold
141
– – 0.06% 108
2022
Q1 		$208K Hold
141
– – 0.06% 108
2021
Q4 		$174K Hold
141
– – 0.05% 135
2021
Q3 		$169K Hold
141
– – 0.05% 122
2021
Q2 		$167K Buy
141
+2
+1% +$2.4K 0.06% 96
2021
Q1 		$158K Buy
+139
New +$150K 0.06% 108

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

Arlington Partners's MKL Position: Q4 2023 in Review

Arlington Partners sold out of Markel Group (MKL) in Q4 2023, closing a stake of 12 shares — an estimated $17.7K sold.

Arlington Partners first reported a position in MKL in Q1 2021 and held it in 11 quarters. The position peaked at $212K in Q2 2023. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • Arlington Partners reported no remaining Markel Group position as of Q4 2023 after selling out during the quarter.
  • Arlington Partners sold 12 Markel Group shares in Q4 2023, an estimated $17.7K.
  • Arlington Partners first reported a position in Markel Group in Q1 2021 and held it in 11 quarters.
  • Arlington Partners's Markel Group position peaked at $212K in Q2 2023.
  • 731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.