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Ergoteles’s Markel Group MKL Stock Holding History

Ergoteles’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
Q3 		– Sell
-620
Closed -$858K – 531
2023
Q2 		$858K Buy
+620
New +$831K 0.04% 503
2023
Q1 		– Sell
-410
Closed -$540K – 1567
2022
Q4 		$540K Buy
+410
New +$507K 0.02% 668
2022
Q2 		– Sell
-2,750
Closed -$4.06M – 1860
2022
Q1 		$4.06M Buy
+2,750
New +$3.55M 0.15% 149
2021
Q4 		– Sell
-1,425
Closed -$1.7M – 1462
2021
Q3 		$1.7M Sell
1,425
-4,283
-75% -$5.28M 0.06% 284
2021
Q2 		$6.77M Buy
+5,708
New +$6.84M 0.16% 180

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ergoteles's MKL Position: Q3 2023 in Review

Ergoteles sold out of Markel Group (MKL) in Q3 2023, closing a stake of 620 shares — an estimated $858K sold.

Ergoteles first reported a position in MKL in Q2 2021 and held it in 5 quarters. The position peaked at $6.77M in Q2 2021. 737 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • Ergoteles reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 620 Markel Group shares in Q3 2023, an estimated $858K.
  • Ergoteles first reported a position in Markel Group in Q2 2021 and held it in 5 quarters.
  • Ergoteles's Markel Group position peaked at $6.77M in Q2 2021.
  • 737 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.