CHA
MKL icon

Carmichael Hill & Associates’s Markel Group MKL Stock Holding History

Carmichael Hill & Associates’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
Q3 		$62.7K Hold
40
– – 0.02% 331
2024
Q2 		$63K Hold
40
– – 0.02% 307
2024
Q1 		$60.9K Hold
40
– – 0.02% 315
2023
Q4 		$56.8K Hold
40
– – 0.02% 326
2023
Q3 		$58.9K Hold
40
– – 0.03% 305
2023
Q2 		$55.3K Hold
40
– – 0.02% 321
2023
Q1 		$51.1K Hold
40
– – 0.02% 319
2022
Q4 		$52.7K Hold
40
– – 0.03% 326
2022
Q3 		$43K Hold
40
– – 0.02% 350
2022
Q2 		$52K Hold
40
– – 0.03% 323
2022
Q1 		$59K Hold
40
– – 0.03% 325
2021
Q4 		$49K Hold
40
– – 0.02% 371
2021
Q3 		$48K Hold
40
– – 0.02% 351
2021
Q2 		$47K Hold
40
– – 0.02% 363
2021
Q1 		$46K Buy
40
+10
+33% +$10.8K 0.03% 350
2020
Q4 		$31K Hold
30
– – 0.02% 397
2020
Q3 		$29K Hold
30
– – 0.02% 379
2020
Q2 		$28K Hold
30
– – 0.02% 369
2020
Q1 		$28K Hold
30
– – 0.02% 335
2019
Q4 		$34K Buy
+30
New +$34.2K 0.02% 329

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

Carmichael Hill & Associates's MKL Position: Q3 2024 in Review

Carmichael Hill & Associates held its Markel Group (MKL) position steady in Q3 2024 at 40 shares worth $62.7K. The position accounts for 0.02% of the portfolio, ranked #331.

Carmichael Hill & Associates first reported a position in MKL in Q4 2019 and has held it in 20 quarters since. The position peaked at $63K in Q2 2024. 791 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • Carmichael Hill & Associates held 40 shares of Markel Group worth $62.7K as of Q3 2024.
  • Carmichael Hill & Associates left its Markel Group share count unchanged in Q3 2024.
  • Markel Group made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #331 holding.
  • Carmichael Hill & Associates first reported a position in Markel Group in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's Markel Group position peaked at $63K in Q2 2024.
  • 791 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.