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Concourse Financial Group Securities’s Markel Group MKL Stock Holding History

Concourse Financial Group Securities’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 		– Sell
-1
Closed -$1.42K – 2351
2023
Q3 		$1.47K Hold
1
– – ﹤0.01% 2045
2023
Q2 		$1.38K Sell
1
-1
-50% -$1.34K ﹤0.01% 2079
2023
Q1 		$2.55K Hold
2
– – ﹤0.01% 2010
2022
Q4 		$2.63K Hold
2
– – ﹤0.01% 1993
2022
Q3 		$2K Hold
2
– – ﹤0.01% 1812
2022
Q2 		$3K Sell
2
-1
-33% -$1.37K ﹤0.01% 1964
2022
Q1 		$4K Sell
3
-1
-25% -$1.29K ﹤0.01% 1905
2021
Q4 		$5K Sell
4
-1
-20% -$1.26K ﹤0.01% 2046
2021
Q3 		$6K Buy
5
+1
+25% +$1.23K ﹤0.01% 2034
2021
Q2 		$5K Hold
4
– – ﹤0.01% 2052
2021
Q1 		$5K Sell
4
-5
-56% -$5.39K ﹤0.01% 1972
2020
Q4 		$9K Sell
9
-15
-63% -$15K ﹤0.01% 1726
2020
Q3 		$23K Buy
+24
New +$24.4K ﹤0.01% 1319
2020
Q1 		– Sell
-2
Closed -$2.29K – 2251
2019
Q4 		$2K Hold
2
– – ﹤0.01% 1900
2019
Q3 		$2K Sell
2
-4
-67% -$4.54K ﹤0.01% 1550
2019
Q2 		$6K Hold
6
– – ﹤0.01% 1672
2019
Q1 		$4K Buy
6
+4
+200% +$4.06K ﹤0.01% 1827
2018
Q4 		$2K Sell
2
-1
-33% -$1.09K ﹤0.01% 1921
2018
Q3 		$4K Buy
+3
New +$3.53K ﹤0.01% 1457

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
DC
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

Concourse Financial Group Securities's MKL Position: Q4 2023 in Review

Concourse Financial Group Securities sold out of Markel Group (MKL) in Q4 2023, closing a stake of 1 share — an estimated $1.42K sold.

Concourse Financial Group Securities first reported a position in MKL in Q3 2018 and held it in 19 quarters. The position peaked at $23K in Q3 2020. 732 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • Concourse Financial Group Securities reported no remaining Markel Group position as of Q4 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1 Markel Group share in Q4 2023, an estimated $1.42K.
  • Concourse Financial Group Securities first reported a position in Markel Group in Q3 2018 and held it in 19 quarters.
  • Concourse Financial Group Securities's Markel Group position peaked at $23K in Q3 2020.
  • 732 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Concourse Financial Group Securities's 13F filing for Q4 2023, filed 7 Feb 2024.