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Eaton Vance Management’s Markel Group MKL Stock Holding History

Eaton Vance 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
2022
Q3 		$39.5M Sell
36,412
-2,773
-7% -$3.38M 0.06% 309
2022
Q2 		$50.7M Buy
39,185
+9,217
+31% +$12.6M 0.07% 262
2022
Q1 		$44.2M Buy
29,968
+1
+0% +$1.29K 0.05% 335
2021
Q4 		$37M Buy
29,967
+2
+0% +$2.52K 0.05% 355
2021
Q3 		$35.8M Buy
29,965
+4,000
+15% +$4.93M 0.05% 325
2021
Q2 		$30.8M Buy
25,965
+8
+0% +$9.59K 0.04% 374
2021
Q1 		$29.6M Sell
25,957
-33
-0.1% -$35.6K 0.04% 358
2020
Q4 		$26.9M Buy
25,990
+990
+4% +$987K 0.04% 366
2020
Q3 		$24.3M Buy
25,000
+12,500
+100% +$12.7M 0.04% 327
2020
Q2 		$11.5M Buy
12,500
+26
+0.2% +$23.6K 0.02% 423
2020
Q1 		$11.6M Buy
12,474
+21
+0.2% +$24K 0.03% 385
2019
Q4 		$14.2M Hold
12,453
– – 0.03% 393
2019
Q3 		$14.7M Buy
12,453
+1,300
+12% +$1.48M 0.03% 366
2019
Q2 		$12.2M Hold
11,153
– – 0.03% 397
2019
Q1 		$11.1M Hold
11,153
– – 0.03% 394
2018
Q4 		$11.6M Hold
11,153
– – 0.03% 343
2018
Q3 		$13.3M Hold
11,153
– – 0.03% 358
2018
Q2 		$12.1M Sell
11,153
-11,153
-50% -$12.6M 0.03% 362
2018
Q1 		$26.1M Buy
22,306
+11,153
+100% +$12.6M 0.03% 343
2017
Q4 		$12.7M Sell
11,153
-195
-2% -$213K 0.03% 344
2017
Q3 		$12.1M Hold
11,348
– – 0.03% 343
2017
Q2 		$11.1M Sell
11,348
-169
-1% -$164K 0.03% 352
2017
Q1 		$11.2M Buy
11,517
+474
+4% +$448K 0.03% 335
2016
Q4 		$9.99M Buy
11,043
+8
+0.1% +$7.13K 0.03% 307
2016
Q3 		$10.2M Buy
11,035
+439
+4% +$410K 0.03% 299
2016
Q2 		$10.1M Buy
10,596
+774
+8% +$721K 0.03% 319
2016
Q1 		$8.76M Hold
9,822
– – 0.03% 328
2015
Q4 		$8.68M Buy
9,822
+6,362
+184% +$5.54M 0.03% 336
2015
Q3 		$2.77M Hold
3,460
– – 0.01% 483
2015
Q2 		$2.77M Buy
3,460
+1,000
+41% +$778K 0.01% 488
2015
Q1 		$1.89M Hold
2,460
– – 0.01% 569
2014
Q4 		$1.68M Hold
2,460
– – 0.01% 579
2014
Q3 		$1.56M Buy
+2,460
New +$1.59M ﹤0.01% 566

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Eaton Vance Management's MKL Position: Q3 2022 in Review

Eaton Vance Management reduced its Markel Group (MKL) stake by 7.1% in Q3 2022, selling an estimated $3.38M and leaving 36,412 shares worth $39.5M. The position accounts for 0.06% of the portfolio, ranked #309.

Eaton Vance Management first reported a position in MKL in Q3 2014 and has held it in 33 quarters since. The position peaked at $50.7M in Q2 2022. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

  • Eaton Vance Management held 36,412 shares of Markel Group worth $39.5M as of Q3 2022.
  • Eaton Vance Management sold 2,773 Markel Group shares in Q3 2022, an estimated $3.38M.
  • Markel Group made up 0.06% of Eaton Vance Management's portfolio in Q3 2022, its #309 holding.
  • Eaton Vance Management first reported a position in Markel Group in Q3 2014 and has held it in 33 quarters since.
  • Eaton Vance Management's Markel Group position peaked at $50.7M in Q2 2022.
  • 636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.