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First Trust Direct Indexing’s Markel Group MKL Stock Holding History

First Trust Direct Indexing’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
-173
Closed -$271K – 560
2024
Q3 		$271K Buy
+173
New +$271K 0.01% 785

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

First Trust Direct Indexing's MKL Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Markel Group (MKL) in Q4 2024, closing a stake of 173 shares — an estimated $271K sold.

First Trust Direct Indexing first reported a position in MKL in Q3 2024 and held it in 1 quarter. The position peaked at $271K in Q3 2024. 830 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 173 Markel Group shares in Q4 2024, an estimated $271K.
  • First Trust Direct Indexing first reported a position in Markel Group in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's Markel Group position peaked at $271K in Q3 2024.
  • 830 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.