Berkshire Hathaway’s Markel Group MKL Stock Holding History

Berkshire Hathaway’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	–	Sell	-158,715	Closed	-$234M	–	45
2023 Q3	$234M	Sell	158,715 -312,946	-66%	-$458M	0.07%	33
2023 Q2	$652M	Hold	471,661	–	–	0.19%	30
2023 Q1	$603M	Buy	471,661 +4,050	+0.9%	+$5.38M	0.19%	30
2022 Q4	$616M	Hold	467,611	–	–	0.21%	33
2022 Q3	$507M	Hold	467,611	–	–	0.17%	34
2022 Q2	$605M	Buy	467,611 +47,318	+11%	+$64.9M	0.2%	32
2022 Q1	$620M	Buy	+420,293	New	+$543M	0.17%	33

Other funds holding MKL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Berkshire Hathaway's MKL Position: Q4 2023 in Review

Berkshire Hathaway sold out of Markel Group (MKL) in Q4 2023, closing a stake of 158,715 shares — an estimated $234M sold.

Berkshire Hathaway first reported a position in MKL in Q1 2022 and held it in 7 quarters. The position peaked at $652M in Q2 2023. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

Berkshire Hathaway reported no remaining Markel Group position as of Q4 2023 after selling out during the quarter.
Berkshire Hathaway sold 158,715 Markel Group shares in Q4 2023, an estimated $234M.
Berkshire Hathaway first reported a position in Markel Group in Q1 2022 and held it in 7 quarters.
Berkshire Hathaway's Markel Group position peaked at $652M in Q2 2023.
731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Berkshire Hathaway's 13F filing for Q4 2023, filed 14 Feb 2024.