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Goldstein Advisors’s Markel Group MKL Stock Holding History

Goldstein 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 		– Sell
-135
Closed -$213K – 210
2024
Q2 		$213K Buy
+135
New +$210K 0.04% 151
2023
Q4 		– Sell
-136
Closed -$200K – 180
2023
Q3 		$200K Buy
+136
New +$199K 0.04% 141

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Goldstein Advisors's MKL Position: Q3 2024 in Review

Goldstein Advisors sold out of Markel Group (MKL) in Q3 2024, closing a stake of 135 shares — an estimated $213K sold.

Goldstein Advisors first reported a position in MKL in Q3 2023 and held it in 2 quarters. The position peaked at $213K in Q2 2024. 792 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • Goldstein Advisors reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
  • Goldstein Advisors sold 135 Markel Group shares in Q3 2024, an estimated $213K.
  • Goldstein Advisors first reported a position in Markel Group in Q3 2023 and held it in 2 quarters.
  • Goldstein Advisors's Markel Group position peaked at $213K in Q2 2024.
  • 792 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Goldstein Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.