Close Asset Management’s Markel Group MKL Stock Holding History

Close Asset Management’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
2025 Q1	–	Sell	-22	Closed	–	–	270
2024 Q4	$0	Hold	22	–	–	﹤0.01%	261
2024 Q3	$34K	Buy	22 +5	+29%	+$7.83K	﹤0.01%	179
2024 Q2	$27K	Buy	+17	New	+$26.4K	﹤0.01%	187

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

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

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

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

Close Asset Management's MKL Position: Q1 2025 in Review

Close Asset Management sold out of Markel Group (MKL) in Q1 2025, closing a stake of 22 shares.

Close Asset Management first reported a position in MKL in Q2 2024 and held it in 3 quarters. The position peaked at $34K in Q3 2024. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

Close Asset Management reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
Close Asset Management sold 22 Markel Group shares in Q1 2025.
Close Asset Management first reported a position in Markel Group in Q2 2024 and held it in 3 quarters.
Close Asset Management's Markel Group position peaked at $34K in Q3 2024.
850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Close Asset Management's 13F filing for Q1 2025, filed 6 May 2025.