Erste Asset Management’s Markel Group MKL Stock Holding History

Erste Asset Management’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 Q3	–	Sell	-830	Closed	-$1.63M	–	763
2025 Q2	$1.65M	Buy	+830	New	+$1.56M	0.01%	420
2023 Q2	–	Sell	-360	Closed	-$483K	–	798
2023 Q1	$455K	Buy	360 +160	+80%	+$213K	0.01%	431
2022 Q4	$265K	Sell	200 -100	-33%	-$124K	0.01%	470
2022 Q3	$330K	Hold	300	–	–	0.01%	466
2022 Q2	$386K	Buy	300 +100	+50%	+$137K	0.01%	454
2022 Q1	$299K	Hold	200	–	–	0.01%	480
2021 Q4	$248K	Sell	200 -200	-50%	-$252K	﹤0.01%	482
2021 Q3	$483K	Hold	400	–	–	0.01%	416
2021 Q2	$478K	Buy	400 +100	+33%	+$120K	0.01%	418
2021 Q1	$347K	Hold	300	–	–	0.01%	418
2020 Q4	$298K	Buy	+300	New	+$299K	0.01%	427

Other funds holding MKL

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

BlackRock New York $5.7T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

Geode Capital Management

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return