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Avestar Capital’s Markel Group MKL Stock Holding History

Avestar Capital’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
Q4 		– Sell
-213
Closed -$334K – 537
2024
Q3 		$334K Sell
213
-1
-0.5% -$1.56K 0.03% 318
2024
Q2 		$337K Sell
214
-458
-68% -$711K 0.03% 314
2024
Q1 		$1.02M Buy
672
+93
+16% +$136K 0.11% 155
2023
Q4 		$822K Sell
579
-18
-3% -$25.5K 0.09% 138
2023
Q3 		$879K Sell
597
-25
-4% -$36.6K 0.13% 109
2023
Q2 		$860K Sell
622
-52
-8% -$69.7K 0.14% 96
2023
Q1 		$861K Sell
674
-88
-12% -$117K 0.15% 84
2022
Q4 		$1M Sell
762
-46
-6% -$56.9K 0.18% 75
2022
Q3 		$876K Buy
808
+213
+36% +$260K 0.22% 71
2022
Q2 		$769K Buy
595
+165
+38% +$226K 0.19% 86
2022
Q1 		$634K Buy
430
+23
+6% +$29.7K 0.1% 186
2021
Q4 		$502K Buy
407
+148
+57% +$187K 0.06% 257
2021
Q3 		$310K Sell
259
-24
-8% -$29.6K 0.04% 337
2021
Q2 		$336K Buy
+283
New +$339K 0.05% 307
2019
Q2 		– Sell
-1
Closed – – 931
2019
Q1 		$0 Buy
+1
New +$1.02K ﹤0.01% 930

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Avestar Capital's MKL Position: Q4 2024 in Review

Avestar Capital sold out of Markel Group (MKL) in Q4 2024, closing a stake of 213 shares — an estimated $334K sold.

Avestar Capital first reported a position in MKL in Q1 2019 and held it in 15 quarters. The position peaked at $1.02M in Q1 2024. 830 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

  • Avestar Capital reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
  • Avestar Capital sold 213 Markel Group shares in Q4 2024, an estimated $334K.
  • Avestar Capital first reported a position in Markel Group in Q1 2019 and held it in 15 quarters.
  • Avestar Capital's Markel Group position peaked at $1.02M in Q1 2024.
  • 830 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Avestar Capital's 13F filing for Q4 2024, filed 29 Jan 2025.