Epic Trust Investment Advisors’s Markel Group MKL Stock Holding History

Epic Trust Investment 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
2024 Q2	$285K	Buy	181 +8	+5%	+$12.4K	0.31%	82
2024 Q1	$263K	Buy	173 +11	+7%	+$16.1K	0.32%	86
2023 Q4	$230K	Sell	162 -4	-2%	-$5.67K	0.31%	89
2023 Q3	$244K	Hold	166	–	–	0.38%	74
2023 Q2	$230K	Sell	166 -43	-21%	-$57.7K	0.33%	84
2023 Q1	$267K	Sell	209 -103	-33%	-$137K	0.33%	85
2022 Q4	$411K	Sell	312 -7	-2%	-$8.66K	0.62%	52
2022 Q3	$346K	Buy	+319	New	+$389K	0.48%	63

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 $1.66T AUM 25.57% 1-Year Est. Return

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

DSA

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Epic Trust Investment Advisors's MKL Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Markel Group (MKL) stake by 4.6% in Q2 2024, buying an estimated $12.4K and bringing the position to 181 shares worth $285K. The position accounts for 0.31% of the portfolio, ranked #82.

Epic Trust Investment Advisors first reported a position in MKL in Q3 2022 and has held it in 8 quarters since. The position peaked at $411K in Q4 2022. 811 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

Epic Trust Investment Advisors held 181 shares of Markel Group worth $285K as of Q2 2024.
Epic Trust Investment Advisors bought 8 Markel Group shares in Q2 2024, an estimated $12.4K.
Markel Group made up 0.31% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #82 holding.
Epic Trust Investment Advisors first reported a position in Markel Group in Q3 2022 and has held it in 8 quarters since.
Epic Trust Investment Advisors's Markel Group position peaked at $411K in Q4 2022.
811 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.