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Castleview Partners’s Markel Group MKL Stock Holding History

Castleview Partners’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
Q3 		– Sell
-13
Closed -$18K – 731
2023
Q2 		$18K Hold
13
– – 0.02% 370
2023
Q1 		$16.6K Hold
13
– – 0.01% 361
2022
Q4 		$17.1K Buy
+13
New +$16.1K 0.02% 311

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castleview Partners's MKL Position: Q3 2023 in Review

Castleview Partners sold out of Markel Group (MKL) in Q3 2023, closing a stake of 13 shares — an estimated $18K sold.

Castleview Partners first reported a position in MKL in Q4 2022 and held it in 3 quarters. The position peaked at $18K in Q2 2023. 737 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • Castleview Partners reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 13 Markel Group shares in Q3 2023, an estimated $18K.
  • Castleview Partners first reported a position in Markel Group in Q4 2022 and held it in 3 quarters.
  • Castleview Partners's Markel Group position peaked at $18K in Q2 2023.
  • 737 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.