FMAEN1
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Fund Management at Engine No 1’s Markel Group MKL Stock Holding History

Fund Management at Engine No 1’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
Q4 		– Sell
-189
Closed -$278K – 262
2023
Q3 		$278K Buy
189
+15
+9% +$22K 0.04% 350
2023
Q2 		$241K Buy
174
+11
+7% +$14.8K 0.04% 375
2023
Q1 		$208K Buy
+163
New +$217K 0.04% 386

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fund Management at Engine No 1's MKL Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Markel Group (MKL) in Q4 2023, closing a stake of 189 shares — an estimated $278K sold.

Fund Management at Engine No 1 first reported a position in MKL in Q1 2023 and held it in 3 quarters. The position peaked at $278K in Q3 2023. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining Markel Group position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 189 Markel Group shares in Q4 2023, an estimated $278K.
  • Fund Management at Engine No 1 first reported a position in Markel Group in Q1 2023 and held it in 3 quarters.
  • Fund Management at Engine No 1's Markel Group position peaked at $278K in Q3 2023.
  • 731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.