Fairman Group’s Markel Group MKL Stock Holding History

Fairman Group’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	-2	Closed	-$3.14K	–	380
2024 Q3	$3.14K	Hold	2	–	–	﹤0.01%	234
2024 Q2	$3.15K	Hold	2	–	–	﹤0.01%	227
2024 Q1	$3.04K	Hold	2	–	–	﹤0.01%	226
2023 Q4	$2.84K	Buy	+2	New	+$2.84K	﹤0.01%	225

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

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

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

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

Fairman Group's MKL Position: Q4 2024 in Review

Fairman Group sold out of Markel Group (MKL) in Q4 2024, closing a stake of 2 shares — an estimated $3.14K sold.

Fairman Group first reported a position in MKL in Q4 2023 and held it in 4 quarters. The position peaked at $3.15K in Q2 2024. 830 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

Fairman Group reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
Fairman Group sold 2 Markel Group shares in Q4 2024, an estimated $3.14K.
Fairman Group first reported a position in Markel Group in Q4 2023 and held it in 4 quarters.
Fairman Group's Markel Group position peaked at $3.15K in Q2 2024.
830 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Fairman Group's 13F filing for Q4 2024, filed 29 Jan 2025.