Great Lakes Retirement’s Markel Group MKL Stock Holding History

Great Lakes Retirement’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	-25	Closed	-$39.4K	–	475
2024 Q2	$39.4K	Buy	+25	New	+$38.8K	0.01%	308

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Great Lakes Retirement's MKL Position: Q3 2024 in Review

Great Lakes Retirement sold out of Markel Group (MKL) in Q3 2024, closing a stake of 25 shares — an estimated $39.4K sold.

Great Lakes Retirement first reported a position in MKL in Q2 2024 and held it in 1 quarter. The position peaked at $39.4K in Q2 2024. 791 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

Great Lakes Retirement reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
Great Lakes Retirement sold 25 Markel Group shares in Q3 2024, an estimated $39.4K.
Great Lakes Retirement first reported a position in Markel Group in Q2 2024 and held it in 1 quarter.
Great Lakes Retirement's Markel Group position peaked at $39.4K in Q2 2024.
791 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.