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Gradient Investments’s Markel Group MKL Stock Holding History

Gradient Investments’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
Q1 		– Sell
-1
Closed -$1.42K – 1598
2023
Q4 		$1.42K Hold
1
– – ﹤0.01% 1328
2023
Q3 		$1.47K Hold
1
– – ﹤0.01% 1263
2023
Q2 		$1.38K Buy
+1
New +$1.34K ﹤0.01% 1268
2022
Q1 		– Sell
-30
Closed -$37K – 1279
2021
Q4 		$37K Buy
30
+20
+200% +$25.2K ﹤0.01% 538
2021
Q3 		$12K Hold
10
– – ﹤0.01% 746
2021
Q2 		$12K Hold
10
– – ﹤0.01% 731
2021
Q1 		$11K Buy
+10
New +$10.8K ﹤0.01% 748
2019
Q4 		– Sell
-10
Closed -$12K – 1178
2019
Q3 		$12K Hold
10
– – ﹤0.01% 627
2019
Q2 		$11K Buy
+10
New +$10.5K ﹤0.01% 627
2018
Q1 		– Sell
-1
Closed -$1K – 1105
2017
Q4 		$1K Buy
+1
New +$1.09K ﹤0.01% 925

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gradient Investments's MKL Position: Q1 2024 in Review

Gradient Investments sold out of Markel Group (MKL) in Q1 2024, closing a stake of 1 share — an estimated $1.42K sold.

Gradient Investments first reported a position in MKL in Q4 2017 and held it in 10 quarters. The position peaked at $37K in Q4 2021. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Gradient Investments reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 1 Markel Group share in Q1 2024, an estimated $1.42K.
  • Gradient Investments first reported a position in Markel Group in Q4 2017 and held it in 10 quarters.
  • Gradient Investments's Markel Group position peaked at $37K in Q4 2021.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.