Cannell & Co’s Markel Group MKL Stock Holding History

Cannell & Co’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	$1.47M	Sell	1,035 -20	-2%	-$28.4K	0.05%	147
2023 Q3	$1.55M	Sell	1,055 -420	-28%	-$615K	0.05%	136
2023 Q2	$2.04M	Hold	1,475	–	–	0.07%	131
2023 Q1	$1.88M	Sell	1,475 -25	-2%	-$33.2K	0.07%	139
2022 Q4	$1.98M	Buy	1,500 +12	+0.8%	+$14.8K	0.07%	132
2022 Q3	$1.61M	Buy	1,488 +210	+16%	+$256K	0.06%	138
2022 Q2	$1.65M	Hold	1,278	–	–	0.06%	139
2022 Q1	$1.89M	Hold	1,278	–	–	0.06%	148
2021 Q4	$1.58M	Buy	1,278 +30	+2%	+$37.9K	0.04%	162
2021 Q3	$1.49M	Sell	1,248 -69	-5%	-$85.1K	0.05%	164
2021 Q2	$1.56M	Buy	1,317 +145	+12%	+$174K	0.05%	163
2021 Q1	$1.34M	Buy	1,172 +175	+18%	+$189K	0.04%	169
2020 Q4	$1.03M	Buy	+997	New	+$994K	0.03%	167
2019 Q1	–	Sell	-600	Closed	-$623K	–	253
2018 Q4	$623K	Hold	600	–	–	0.03%	179
2018 Q3	$713K	Hold	600	–	–	0.03%	190
2018 Q2	$651K	Hold	600	–	–	0.02%	191
2018 Q1	$702K	Sell	600 -630	-51%	-$709K	0.03%	185
2017 Q4	$1.4M	Buy	+1,230	New	+$1.34M	0.05%	151

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

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

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

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