DFPG Investments’s Markel Group MKL Stock Holding History

DFPG Investments’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	$479K	Buy	335 +56	+20%	+$79.4K	0.04%	413
2023 Q3	$375K	Buy	+279	New	+$408K	0.03%	420

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

DFPG Investments's MKL Position: Q4 2023 in Review

DFPG Investments increased its Markel Group (MKL) stake by 20% in Q4 2023, buying an estimated $79.4K and bringing the position to 335 shares worth $479K. The position accounts for 0.04% of the portfolio, ranked #413.

DFPG Investments first reported a position in MKL in Q3 2023 and has held it in 2 quarters since. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

DFPG Investments held 335 shares of Markel Group worth $479K as of Q4 2023.
DFPG Investments bought 56 Markel Group shares in Q4 2023, an estimated $79.4K.
Markel Group made up 0.04% of DFPG Investments's portfolio in Q4 2023, its #413 holding.
DFPG Investments first reported a position in Markel Group in Q3 2023 and has held it in 2 quarters since.
731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.