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Beach Investment Counsel’s Markel Group MKL Stock Holding History

Beach Investment Counsel’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
-67
Closed -$105K – 180
2024
Q3 		$105K Sell
67
-47
-41% -$73.6K 0.01% 155
2024
Q2 		$180K Buy
+114
New +$177K 0.02% 132

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Beach Investment Counsel's MKL Position: Q4 2024 in Review

Beach Investment Counsel sold out of Markel Group (MKL) in Q4 2024, closing a stake of 67 shares — an estimated $105K sold.

Beach Investment Counsel first reported a position in MKL in Q2 2024 and held it in 2 quarters. The position peaked at $180K in Q2 2024. 831 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

  • Beach Investment Counsel reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 67 Markel Group shares in Q4 2024, an estimated $105K.
  • Beach Investment Counsel first reported a position in Markel Group in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's Markel Group position peaked at $180K in Q2 2024.
  • 831 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.