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Epacria Capital Partners’s Markel Group MKL Stock Holding History

Epacria Capital Partners’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
2024
Q4 		– Sell
-961
Closed -$1.51M – 47
2024
Q3 		$1.51M Hold
961
– – 1.03% 22
2024
Q2 		$1.51M Hold
961
– – 1.11% 23
2024
Q1 		$1.46M Sell
961
-187
-16% -$274K 1.06% 26
2023
Q4 		$1.63M Hold
1,148
– – 1.31% 22
2023
Q3 		$1.69M Hold
1,148
– – 1.4% 19
2023
Q2 		$1.59M Sell
1,148
-687
-37% -$921K 1.3% 22
2023
Q1 		$2.34M Hold
1,835
– – 1.82% 17
2022
Q4 		$2.42M Buy
+1,835
New +$2.27M 1.91% 15

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Epacria Capital Partners's MKL Position: Q4 2024 in Review

Epacria Capital Partners sold out of Markel Group (MKL) in Q4 2024, closing a stake of 961 shares — an estimated $1.51M sold.

Epacria Capital Partners first reported a position in MKL in Q4 2022 and held it in 8 quarters. The position peaked at $2.42M in Q4 2022. 831 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

  • Epacria Capital Partners reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
  • Epacria Capital Partners sold 961 Markel Group shares in Q4 2024, an estimated $1.51M.
  • Epacria Capital Partners first reported a position in Markel Group in Q4 2022 and held it in 8 quarters.
  • Epacria Capital Partners's Markel Group position peaked at $2.42M in Q4 2022.
  • 831 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Epacria Capital Partners's 13F filing for Q4 2024, filed 14 Feb 2025.