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Bleakley Financial Group’s Markel Group MKL Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-223
Closed -$385K – 798
2024
Q4 		$385K Sell
223
-8
-3% -$13.3K 0.01% 699
2024
Q3 		$362K Buy
231
+42
+22% +$65.7K 0.01% 700
2024
Q2 		$298K Buy
189
+22
+13% +$34.2K 0.01% 751
2024
Q1 		$254K Sell
167
-17
-9% -$24.9K 0.01% 815
2023
Q4 		$261K Buy
184
+22
+14% +$31.2K 0.01% 772
2023
Q3 		$239K Sell
162
-67
-29% -$98.1K 0.01% 743
2023
Q2 		$317K Buy
229
+31
+16% +$41.6K 0.01% 704
2023
Q1 		$253K Buy
198
+16
+9% +$21.3K 0.01% 755
2022
Q4 		$240K Buy
+182
New +$225K 0.01% 759

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bleakley Financial Group's MKL Position: Q1 2025 in Review

Bleakley Financial Group sold out of Markel Group (MKL) in Q1 2025, closing a stake of 223 shares — an estimated $385K sold.

Bleakley Financial Group first reported a position in MKL in Q4 2022 and held it in 9 quarters. The position peaked at $385K in Q4 2024. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Bleakley Financial Group reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 223 Markel Group shares in Q1 2025, an estimated $385K.
  • Bleakley Financial Group first reported a position in Markel Group in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Markel Group position peaked at $385K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.