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Chase Investment Counsel’s Markel Group MKL Stock Holding History

Chase Investment Counsel’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
Q1 		– Sell
-444
Closed -$630K – 141
2023
Q4 		$630K Hold
444
– – 0.28% 86
2023
Q3 		$653K Buy
+444
New +$650K 0.33% 73

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Chase Investment Counsel's MKL Position: Q1 2024 in Review

Chase Investment Counsel sold out of Markel Group (MKL) in Q1 2024, closing a stake of 444 shares — an estimated $630K sold.

Chase Investment Counsel first reported a position in MKL in Q3 2023 and held it in 2 quarters. The position peaked at $653K in Q3 2023. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Chase Investment Counsel reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Chase Investment Counsel sold 444 Markel Group shares in Q1 2024, an estimated $630K.
  • Chase Investment Counsel first reported a position in Markel Group in Q3 2023 and held it in 2 quarters.
  • Chase Investment Counsel's Markel Group position peaked at $653K in Q3 2023.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Chase Investment Counsel's 13F filing for Q1 2024, filed 2 May 2024.