Echo Street Capital Management’s Markel Group MKL Stock Holding History

Echo Street 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 Q4	–	Sell	-79,467	Closed	-$117M	–	266
2023 Q3	$117M	Sell	79,467 -2,476	-3%	-$3.62M	1.09%	33
2023 Q2	$113M	Sell	81,943 -4,050	-5%	-$5.43M	0.97%	43
2023 Q1	$110M	Sell	85,993 -1,849	-2%	-$2.46M	0.99%	46
2022 Q4	$116M	Buy	87,842 +21,259	+32%	+$26.3M	1.12%	42
2022 Q3	$72.2M	Buy	66,583 +643	+1%	+$785K	0.69%	63
2022 Q2	$85.3M	Buy	65,940 +435	+0.7%	+$597K	0.77%	64
2022 Q1	$96.6M	Buy	65,505 +37,489	+134%	+$48.4M	0.7%	75
2021 Q4	$34.6M	Sell	28,016 -16	-0.1%	-$20.2K	0.23%	95
2021 Q3	$33.5M	Buy	28,032 +276	+1%	+$340K	0.24%	95
2021 Q2	$32.9M	Sell	27,756 -3,700	-12%	-$4.44M	0.25%	88
2021 Q1	$35.8M	Buy	31,456 +15,418	+96%	+$16.6M	0.32%	88
2020 Q4	$16.6M	Buy	+16,038	New	+$16M	0.17%	96
2020 Q1	–	Sell	-7,792	Closed	-$8.91M	–	199
2019 Q4	$8.91M	Buy	7,792 +12	+0.2%	+$13.7K	0.14%	149
2019 Q3	$9.2M	Hold	7,780	–	–	0.16%	142
2019 Q2	$8.48M	Buy	7,780 +152	+2%	+$159K	0.15%	146
2019 Q1	$7.6M	Buy	7,628 +15	+0.2%	+$15.2K	0.15%	149
2018 Q4	$7.9M	Buy	+7,613	New	+$8.33M	0.2%	133

Other funds holding MKL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Echo Street Capital Management's MKL Position: Q4 2023 in Review

Echo Street Capital Management sold out of Markel Group (MKL) in Q4 2023, closing a stake of 79,467 shares — an estimated $117M sold.

Echo Street Capital Management first reported a position in MKL in Q4 2018 and held it in 17 quarters. The position peaked at $117M in Q3 2023. 732 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

Echo Street Capital Management reported no remaining Markel Group position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 79,467 Markel Group shares in Q4 2023, an estimated $117M.
Echo Street Capital Management first reported a position in Markel Group in Q4 2018 and held it in 17 quarters.
Echo Street Capital Management's Markel Group position peaked at $117M in Q3 2023.
732 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.