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Dupont Capital Management’s Markel Group MKL Stock Holding History

Dupont Capital 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
Q3 		– Sell
-340
Closed -$470K – 439
2023
Q2 		$470K Sell
340
-40
-11% -$53.6K 0.02% 287
2023
Q1 		$485K Sell
380
-160
-30% -$213K 0.02% 334
2022
Q4 		$711K Sell
540
-90
-14% -$111K 0.03% 462
2022
Q3 		$683K Sell
630
-110
-15% -$134K 0.04% 531
2022
Q2 		$957K Sell
740
-320
-30% -$439K 0.04% 511
2022
Q1 		$1.56M Hold
1,060
– – 0.06% 309
2021
Q4 		$1.31M Sell
1,060
-420
-28% -$530K 0.05% 419
2021
Q3 		$1.77M Buy
1,480
+20
+1% +$24.7K 0.06% 358
2021
Q2 		$1.73M Hold
1,460
– – 0.04% 408
2021
Q1 		$1.66M Sell
1,460
-720
-33% -$777K 0.04% 411
2020
Q4 		$2.25M Sell
2,180
-1,320
-38% -$1.32M 0.05% 305
2020
Q3 		$3.41M Hold
3,500
– – 0.08% 203
2020
Q2 		$3.23M Buy
3,500
+118
+3% +$107K 0.07% 214
2020
Q1 		$3.14M Buy
+3,382
New +$3.87M 0.07% 190
2016
Q3 		– Sell
-2,500
Closed -$2.38M – 682
2016
Q2 		$2.38M Buy
+2,500
New +$2.33M 0.05% 270

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

Dupont Capital Management's MKL Position: Q3 2023 in Review

Dupont Capital Management sold out of Markel Group (MKL) in Q3 2023, closing a stake of 340 shares — an estimated $470K sold.

Dupont Capital Management first reported a position in MKL in Q2 2016 and held it in 15 quarters. The position peaked at $3.41M in Q3 2020. 737 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • Dupont Capital Management reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
  • Dupont Capital Management sold 340 Markel Group shares in Q3 2023, an estimated $470K.
  • Dupont Capital Management first reported a position in Markel Group in Q2 2016 and held it in 15 quarters.
  • Dupont Capital Management's Markel Group position peaked at $3.41M in Q3 2020.
  • 737 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Dupont Capital Management's 13F filing for Q3 2023, filed 27 Oct 2023.