Delphia (USA)’s Markel Group MKL Stock Holding History

Delphia (USA)’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	-150	Closed	-$207K	–	113
2023 Q2	$207K	Sell	150 -161	-52%	-$216K	0.33%	155
2023 Q1	$397K	Buy	+311	New	+$413K	0.49%	71

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 $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Delphia (USA)'s MKL Position: Q3 2023 in Review

Delphia (USA) sold out of Markel Group (MKL) in Q3 2023, closing a stake of 150 shares — an estimated $207K sold.

Delphia (USA) first reported a position in MKL in Q1 2023 and held it in 2 quarters. The position peaked at $397K in Q1 2023. 738 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

Delphia (USA) reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
Delphia (USA) sold 150 Markel Group shares in Q3 2023, an estimated $207K.
Delphia (USA) first reported a position in Markel Group in Q1 2023 and held it in 2 quarters.
Delphia (USA)'s Markel Group position peaked at $397K in Q1 2023.
738 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Delphia (USA)'s 13F filing for Q3 2023, filed 15 Nov 2023.