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Desjardins Global Asset Management’s Markel Group MKL Stock Holding History

Desjardins Global 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
2023
Q4 		$1.1M Buy
777
+30
+4% +$42.6K 0.12% 170
2023
Q3 		$1.1M Buy
747
+373
+100% +$546K 0.12% 173
2023
Q2 		$517K Buy
374
+36
+11% +$48.3K 0.06% 282
2023
Q1 		$432K Sell
338
-58
-15% -$77.1K 0.05% 278
2022
Q4 		$521K Buy
396
+23
+6% +$28.5K 0.08% 212
2022
Q3 		$404K Sell
373
-9
-2% -$11K 0.05% 249
2022
Q2 		$494K Buy
+382
New +$524K 0.06% 226

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

Desjardins Global Asset Management's MKL Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Markel Group (MKL) stake by 4% in Q4 2023, buying an estimated $42.6K and bringing the position to 777 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #170.

Desjardins Global Asset Management first reported a position in MKL in Q2 2022 and has held it in 7 quarters since. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • Desjardins Global Asset Management held 777 shares of Markel Group worth $1.1M as of Q4 2023.
  • Desjardins Global Asset Management bought 30 Markel Group shares in Q4 2023, an estimated $42.6K.
  • Markel Group made up 0.12% of Desjardins Global Asset Management's portfolio in Q4 2023, its #170 holding.
  • Desjardins Global Asset Management first reported a position in Markel Group in Q2 2022 and has held it in 7 quarters since.
  • 731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.