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Credential Qtrade Securities’s Markel Group MKL Stock Holding History

Credential Qtrade 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
2024
Q1 		$15.2K Hold
10
– – ﹤0.01% 291
2023
Q4 		$14.2K Buy
+10
New +$14.2K ﹤0.01% 279
2019
Q3 		– Sell
-4
Closed -$4.36K – 293
2019
Q2 		$4.36K Buy
+4
New +$4.19K ﹤0.01% 267

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Credential Qtrade Securities's MKL Position: Q1 2024 in Review

Credential Qtrade Securities held its Markel Group (MKL) position steady in Q1 2024 at 10 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Credential Qtrade Securities first reported a position in MKL in Q2 2019 and has held it in 3 quarters since. 746 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Credential Qtrade Securities held 10 shares of Markel Group worth $15.2K as of Q1 2024.
  • Credential Qtrade Securities left its Markel Group share count unchanged in Q1 2024.
  • Markel Group made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #291 holding.
  • Credential Qtrade Securities first reported a position in Markel Group in Q2 2019 and has held it in 3 quarters since.
  • 746 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.