Ellsworth Advisors’s Markel Group MKL Stock Holding History

Ellsworth Advisors’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
2025 Q1	–	Sell	-2,868	Closed	-$4.95M	–	198
2024 Q4	$4.95M	Sell	2,868 -13	-0.5%	-$21.6K	1.3%	29
2024 Q3	$4.52M	Sell	2,881 -15	-0.5%	-$23.5K	1.17%	38
2024 Q2	$4.56M	Buy	2,896 +82	+3%	+$127K	1.27%	32
2024 Q1	$4.03M	Buy	+2,814	New	+$4.13M	1.16%	39

Other funds holding MKL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Ellsworth Advisors's MKL Position: Q1 2025 in Review

Ellsworth Advisors sold out of Markel Group (MKL) in Q1 2025, closing a stake of 2,868 shares — an estimated $4.95M sold.

Ellsworth Advisors first reported a position in MKL in Q1 2024 and held it in 4 quarters. The position peaked at $4.95M in Q4 2024. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

Ellsworth Advisors reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
Ellsworth Advisors sold 2,868 Markel Group shares in Q1 2025, an estimated $4.95M.
Ellsworth Advisors first reported a position in Markel Group in Q1 2024 and held it in 4 quarters.
Ellsworth Advisors's Markel Group position peaked at $4.95M in Q4 2024.
850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Ellsworth Advisors's 13F filing for Q1 2025, filed 28 May 2025.