EI
MKL icon

Ellevest Inc’s Markel Group MKL Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-46
Closed -$58.8K – 1116
2023
Q1 		$58.8K Buy
46
+10
+28% +$13.3K ﹤0.01% 558
2022
Q4 		$47.4K Buy
36
+19
+112% +$23.5K ﹤0.01% 618
2022
Q3 		$18K Buy
+17
New +$20.7K ﹤0.01% 839
2022
Q2 		– Sell
-1
Closed -$1K – 1567
2022
Q1 		$1K Sell
1
-6
-86% -$7.75K ﹤0.01% 1316
2021
Q4 		$9K Sell
7
-1
-13% -$1.26K ﹤0.01% 876
2021
Q3 		$10K Hold
8
– – ﹤0.01% 818
2021
Q2 		$9K Buy
8
+7
+700% +$8.39K ﹤0.01% 788
2021
Q1 		$1K Buy
+1
New +$1.08K ﹤0.01% 1175
2020
Q2 		– Sell
-1
Closed -$1K – 1252
2020
Q1 		$1K Hold
1
– – ﹤0.01% 929
2019
Q4 		$1K Buy
+1
New +$1.14K ﹤0.01% 819

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Ellevest Inc's MKL Position: Q2 2023 in Review

Ellevest Inc sold out of Markel Group (MKL) in Q2 2023, closing a stake of 46 shares — an estimated $58.8K sold.

Ellevest Inc first reported a position in MKL in Q4 2019 and held it in 10 quarters. The position peaked at $58.8K in Q1 2023. 700 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

  • Ellevest Inc reported no remaining Markel Group position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 46 Markel Group shares in Q2 2023, an estimated $58.8K.
  • Ellevest Inc first reported a position in Markel Group in Q4 2019 and held it in 10 quarters.
  • Ellevest Inc's Markel Group position peaked at $58.8K in Q1 2023.
  • 700 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.