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Bartlett & Co’s Markel Group MKL Stock Holding History

Bartlett & Co’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 		$7K Hold
5
– – ﹤0.01% 1046
2023
Q3 		$7K Hold
5
– – ﹤0.01% 965
2023
Q2 		$7K Hold
5
– – ﹤0.01% 956
2023
Q1 		$6K Hold
5
– – ﹤0.01% 869
2022
Q4 		$7K Buy
5
+1
+25% +$1.24K ﹤0.01% 870
2022
Q3 		$4K Sell
4
-6
-60% -$7.32K ﹤0.01% 956
2022
Q2 		$13K Buy
+10
New +$13.7K ﹤0.01% 817
2021
Q1 		– Sell
-1
Closed -$1K – 1124
2020
Q4 		$1K Buy
+1
New +$997 ﹤0.01% 1032
2013
Q4 		– Sell
-10
Closed -$5K – 749
2013
Q3 		$5K Buy
+10
New +$5.25K ﹤0.01% 645

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

Bartlett & Co's MKL Position: Q4 2023 in Review

Bartlett & Co held its Markel Group (MKL) position steady in Q4 2023 at 5 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Bartlett & Co first reported a position in MKL in Q3 2013 and has held it in 9 quarters since. The position peaked at $13K in Q2 2022. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • Bartlett & Co held 5 shares of Markel Group worth $7K as of Q4 2023.
  • Bartlett & Co left its Markel Group share count unchanged in Q4 2023.
  • Markel Group made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1046 holding.
  • Bartlett & Co first reported a position in Markel Group in Q3 2013 and has held it in 9 quarters since.
  • Bartlett & Co's Markel Group position peaked at $13K in Q2 2022.
  • 731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.