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FinTrust Capital Advisors’s Markel Group MKL Stock Holding History

FinTrust Capital 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
Q3 		$9.41K Hold
6
– – ﹤0.01% 962
2024
Q2 		$9.45K Buy
+6
New +$9.32K ﹤0.01% 913
2021
Q2 		– Sell
-25
Closed -$28K – 1198
2021
Q1 		$28K Buy
+25
New +$27K 0.01% 639

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

FinTrust Capital Advisors's MKL Position: Q3 2024 in Review

FinTrust Capital Advisors held its Markel Group (MKL) position steady in Q3 2024 at 6 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

FinTrust Capital Advisors first reported a position in MKL in Q1 2021 and has held it in 3 quarters since. The position peaked at $28K in Q1 2021. 791 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • FinTrust Capital Advisors held 6 shares of Markel Group worth $9.41K as of Q3 2024.
  • FinTrust Capital Advisors left its Markel Group share count unchanged in Q3 2024.
  • Markel Group made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #962 holding.
  • FinTrust Capital Advisors first reported a position in Markel Group in Q1 2021 and has held it in 3 quarters since.
  • FinTrust Capital Advisors's Markel Group position peaked at $28K in Q1 2021.
  • 791 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.