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Bridgeworth’s Markel Group MKL Stock Holding History

Bridgeworth’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 		$200K Sell
141
-15
-10% -$21.3K 0.02% 173
2023
Q3 		$230K Hold
156
– – 0.03% 150
2023
Q2 		$216K Sell
156
-10
-6% -$13.4K 0.02% 157
2023
Q1 		$212K Buy
+166
New +$221K 0.03% 153
2018
Q4 		– Sell
-178
Closed -$211K – 138
2018
Q3 		$211K Sell
178
-8
-4% -$9.41K 0.12% 117
2018
Q2 		$201K Hold
186
– – 0.09% 132
2018
Q1 		$215K Buy
+186
New +$209K 0.1% 140

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

Bridgeworth's MKL Position: Q4 2023 in Review

Bridgeworth reduced its Markel Group (MKL) stake by 9.6% in Q4 2023, selling an estimated $21.3K and leaving 141 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #173.

Bridgeworth first reported a position in MKL in Q1 2018 and has held it in 7 quarters since. The position peaked at $230K in Q3 2023. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • Bridgeworth held 141 shares of Markel Group worth $200K as of Q4 2023.
  • Bridgeworth sold 15 Markel Group shares in Q4 2023, an estimated $21.3K.
  • Markel Group made up 0.02% of Bridgeworth's portfolio in Q4 2023, its #173 holding.
  • Bridgeworth first reported a position in Markel Group in Q1 2018 and has held it in 7 quarters since.
  • Bridgeworth's Markel Group position peaked at $230K in Q3 2023.
  • 731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.