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Disciplined Investments’s Markel Group MKL Stock Holding History

Disciplined 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
Q3 		– Sell
-2
Closed -$2.77K – 976
2023
Q2 		$2.77K Hold
2
– – ﹤0.01% 538
2023
Q1 		$2.56K Hold
2
– – ﹤0.01% 576
2022
Q4 		$2.63K Hold
2
– – ﹤0.01% 527
2022
Q3 		$2K Hold
2
– – ﹤0.01% 680
2022
Q2 		$3K Hold
2
– – ﹤0.01% 561
2022
Q1 		$3K Buy
+2
New +$2.58K ﹤0.01% 593

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's MKL Position: Q3 2023 in Review

Disciplined Investments sold out of Markel Group (MKL) in Q3 2023, closing a stake of 2 shares — an estimated $2.77K sold.

Disciplined Investments first reported a position in MKL in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 737 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • Disciplined Investments reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 Markel Group shares in Q3 2023, an estimated $2.77K.
  • Disciplined Investments first reported a position in Markel Group in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Markel Group position peaked at $3K in Q2 2022.
  • 737 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.