Aspiriant LLC’s Markel Group MKL Stock Holding History

Aspiriant LLC’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 Q3	–	Sell	-129	Closed	-$204K	–	301
2024 Q2	$204K	Buy	+129	New	+$200K	0.01%	271
2022 Q1	–	Sell	-1,660	Closed	-$2.05M	–	292
2021 Q4	$2.05M	Buy	+1,660	New	+$2.09M	0.11%	87

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aspiriant LLC's MKL Position: Q3 2024 in Review

Aspiriant LLC sold out of Markel Group (MKL) in Q3 2024, closing a stake of 129 shares — an estimated $204K sold.

Aspiriant LLC first reported a position in MKL in Q4 2021 and held it in 2 quarters. The position peaked at $2.05M in Q4 2021. 791 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

Aspiriant LLC reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
Aspiriant LLC sold 129 Markel Group shares in Q3 2024, an estimated $204K.
Aspiriant LLC first reported a position in Markel Group in Q4 2021 and held it in 2 quarters.
Aspiriant LLC's Markel Group position peaked at $2.05M in Q4 2021.
791 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Aspiriant LLC's 13F filing for Q3 2024, filed 17 Oct 2024.