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Guardian Capital (Canada)’s Markel Group MKL Stock Holding History

Guardian Capital (Canada)’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
Q2 		– Sell
-760
Closed -$1.16M – 147
2024
Q1 		$1.16M Buy
760
+45
+6% +$66K 0.04% 122
2023
Q4 		$1.02M Buy
715
+75
+12% +$106K 0.04% 122
2023
Q3 		$942K Sell
640
-595
-48% -$871K 0.04% 117
2023
Q2 		$1.71M Buy
1,235
+91
+8% +$122K 0.05% 111
2023
Q1 		$1.46M Buy
1,144
+65
+6% +$86.4K 0.05% 113
2022
Q4 		$1.42M Sell
1,079
-70
-6% -$86.6K 0.05% 111
2022
Q3 		$1.25M Buy
1,149
+60
+6% +$73.2K 0.04% 117
2022
Q2 		$1.41M Sell
1,089
-346
-24% -$475K 0.04% 117
2022
Q1 		$2.12M Hold
1,435
– – 0.04% 109
2021
Q4 		$1.77M Buy
1,435
+20
+1% +$25.2K 0.03% 116
2021
Q3 		$1.69M Sell
1,415
-410
-22% -$505K 0.04% 122
2021
Q2 		$2.17M Buy
1,825
+80
+5% +$95.9K 0.04% 109
2021
Q1 		$1.99M Buy
1,745
+150
+9% +$162K 0.03% 111
2020
Q4 		$1.65M Buy
1,595
+365
+30% +$364K 0.04% 107
2020
Q3 		$1.2M Buy
1,230
+185
+18% +$188K 0.03% 113
2020
Q2 		$965K Buy
1,045
+340
+48% +$309K 0.03% 112
2020
Q1 		$654K Buy
705
+50
+8% +$57.2K 0.02% 118
2019
Q4 		$749K Buy
655
+35
+6% +$39.9K 0.02% 119
2019
Q3 		$733K Buy
620
+10
+2% +$11.4K 0.01% 119
2019
Q2 		$665K Buy
610
+180
+42% +$189K 0.01% 120
2019
Q1 		$428K Sell
430
-59
-12% -$59.9K 0.01% 143
2018
Q4 		$508K Sell
489
-75
-13% -$82K 0.01% 126
2018
Q3 		$670K Buy
+564
New +$664K 0.01% 121

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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Guardian Capital (Canada)'s MKL Position: Q2 2024 in Review

Guardian Capital (Canada) sold out of Markel Group (MKL) in Q2 2024, closing a stake of 760 shares — an estimated $1.16M sold.

Guardian Capital (Canada) first reported a position in MKL in Q3 2018 and held it in 23 quarters. The position peaked at $2.17M in Q2 2021. 811 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

  • Guardian Capital (Canada) reported no remaining Markel Group position as of Q2 2024 after selling out during the quarter.
  • Guardian Capital (Canada) sold 760 Markel Group shares in Q2 2024, an estimated $1.16M.
  • Guardian Capital (Canada) first reported a position in Markel Group in Q3 2018 and held it in 23 quarters.
  • Guardian Capital (Canada)'s Markel Group position peaked at $2.17M in Q2 2021.
  • 811 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2024, filed 13 Aug 2024.