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Fred Alger Management’s Markel Group MKL Stock Holding History

Fred Alger 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
2023
Q1 		– Sell
-33
Closed -$43.5K – 550
2022
Q4 		$43.5K Sell
33
-15
-31% -$18.6K ﹤0.01% 479
2022
Q3 		$52K Buy
48
+33
+220% +$40.3K ﹤0.01% 461
2022
Q2 		$19K Buy
+15
New +$20.6K ﹤0.01% 485

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Fred Alger Management's MKL Position: Q1 2023 in Review

Fred Alger Management sold out of Markel Group (MKL) in Q1 2023, closing a stake of 33 shares — an estimated $43.5K sold.

Fred Alger Management first reported a position in MKL in Q2 2022 and held it in 3 quarters. The position peaked at $52K in Q3 2022. 674 funds tracked by Wall St. Rank hold MKL as of Q1 2023.

  • Fred Alger Management reported no remaining Markel Group position as of Q1 2023 after selling out during the quarter.
  • Fred Alger Management sold 33 Markel Group shares in Q1 2023, an estimated $43.5K.
  • Fred Alger Management first reported a position in Markel Group in Q2 2022 and held it in 3 quarters.
  • Fred Alger Management's Markel Group position peaked at $52K in Q3 2022.
  • 674 funds tracked by Wall St. Rank held Markel Group as of Q1 2023.

Based on Fred Alger Management's 13F filing for Q1 2023, filed 15 May 2023.