BL
MKL icon

Balentine LLC’s Markel Group MKL Stock Holding History

Balentine 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
Q2 		– Sell
-136
Closed -$207K – 414
2024
Q1 		$207K Sell
136
-86
-39% -$126K 0.01% 470
2023
Q4 		$315K Sell
222
-72
-24% -$102K 0.01% 378
2023
Q3 		$433K Hold
294
– – 0.01% 289
2023
Q2 		$407K Buy
294
+8
+3% +$10.7K 0.01% 314
2023
Q1 		$365K Sell
286
-20
-7% -$26.6K 0.01% 366
2022
Q4 		$403K Sell
306
-30
-9% -$37.1K 0.01% 386
2022
Q3 		$364K Buy
+336
New +$410K 0.01% 347
2020
Q3 		– Sell
-6
Closed -$6K – 589
2020
Q2 		$6K Buy
+6
New +$5.45K ﹤0.01% 684

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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