Campbell & Co Investment Adviser’s Markel Group MKL Stock Holding History

Campbell & Co Investment Adviser’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	-745	Closed	-$1.17M	–	1243
2024 Q3	$1.17M	Buy	745 +242	+48%	+$379K	0.09%	379
2024 Q2	$793K	Buy	+503	New	+$781K	0.07%	458
2015 Q4	–	Sell	-1,499	Closed	-$1.2M	–	169
2015 Q3	$1.2M	Buy	+1,499	New	+$1.27M	0.8%	16
2015 Q1	–	Sell	-335	Closed	-$229K	–	251
2014 Q4	$229K	Buy	+335	New	+$227K	0.14%	183

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Campbell & Co Investment Adviser's MKL Position: Q4 2024 in Review

Campbell & Co Investment Adviser sold out of Markel Group (MKL) in Q4 2024, closing a stake of 745 shares — an estimated $1.17M sold.

Campbell & Co Investment Adviser first reported a position in MKL in Q4 2014 and held it in 4 quarters. The position peaked at $1.2M in Q3 2015. 830 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

Campbell & Co Investment Adviser reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
Campbell & Co Investment Adviser sold 745 Markel Group shares in Q4 2024, an estimated $1.17M.
Campbell & Co Investment Adviser first reported a position in Markel Group in Q4 2014 and held it in 4 quarters.
Campbell & Co Investment Adviser's Markel Group position peaked at $1.2M in Q3 2015.
830 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Campbell & Co Investment Adviser's 13F filing for Q4 2024, filed 10 Feb 2025.