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Guggenheim Capital’s Markel Group MKL Stock Holding History

Guggenheim Capital’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
-182
Closed -$287K – 1916
2024
Q2 		$287K Sell
182
-8,582
-98% -$13.3M ﹤0.01% 1665
2024
Q1 		$13.3M Hold
8,764
– – 0.09% 225
2023
Q4 		$12.4M Hold
8,764
– – 0.09% 234
2023
Q3 		$12.9M Buy
8,764
+4,525
+107% +$6.62M 0.11% 201
2023
Q2 		$5.86M Buy
+4,239
New +$5.68M 0.05% 469
2022
Q2 		– Sell
-801
Closed -$1.18M – 2107
2022
Q1 		$1.18M Buy
801
+73
+10% +$94.3K 0.01% 1272
2021
Q4 		$898K Buy
728
+122
+20% +$154K ﹤0.01% 1416
2021
Q3 		$724K Sell
606
-241
-28% -$297K ﹤0.01% 1582
2021
Q2 		$1M Buy
847
+617
+268% +$740K 0.01% 1490
2021
Q1 		$262K Buy
+230
New +$248K ﹤0.01% 2005
2018
Q2 		– Sell
-217
Closed -$254K – 2517
2018
Q1 		$254K Sell
217
-118
-35% -$133K ﹤0.01% 2572
2017
Q4 		$382K Buy
335
+20
+6% +$21.9K ﹤0.01% 2428
2017
Q3 		$336K Buy
315
+90
+40% +$93.1K ﹤0.01% 2514
2017
Q2 		$220K Sell
225
-150
-40% -$146K ﹤0.01% 2624
2017
Q1 		$366K Sell
375
-10
-3% -$9.45K ﹤0.01% 2498
2016
Q4 		$348K Buy
385
+31
+9% +$27.6K ﹤0.01% 2543
2016
Q3 		$329K Buy
354
+94
+36% +$87.7K ﹤0.01% 2527
2016
Q2 		$248K Buy
260
+1
+0.4% +$931 ﹤0.01% 2614
2016
Q1 		$231K Sell
259
-397
-61% -$341K ﹤0.01% 2642
2015
Q4 		$580K Buy
656
+78
+13% +$67.9K ﹤0.01% 2367
2015
Q3 		$463K Buy
578
+46
+9% +$38.9K ﹤0.01% 2451
2015
Q2 		$426K Buy
+532
New +$414K ﹤0.01% 2593
2014
Q3 		– Sell
-2,668
Closed -$1.75M – 3073
2014
Q2 		$1.75M Buy
2,668
+68
+3% +$42.8K ﹤0.01% 1923
2014
Q1 		$1.55M Buy
2,600
+194
+8% +$111K ﹤0.01% 1967
2013
Q4 		$1.4M Buy
2,406
+792
+49% +$430K ﹤0.01% 2048
2013
Q3 		$836K Buy
+1,614
New +$848K ﹤0.01% 2192

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
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

Guggenheim Capital's MKL Position: Q3 2024 in Review

Guggenheim Capital sold out of Markel Group (MKL) in Q3 2024, closing a stake of 182 shares — an estimated $287K sold.

Guggenheim Capital first reported a position in MKL in Q3 2013 and held it in 26 quarters. The position peaked at $13.3M in Q1 2024. 792 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • Guggenheim Capital reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
  • Guggenheim Capital sold 182 Markel Group shares in Q3 2024, an estimated $287K.
  • Guggenheim Capital first reported a position in Markel Group in Q3 2013 and held it in 26 quarters.
  • Guggenheim Capital's Markel Group position peaked at $13.3M in Q1 2024.
  • 792 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Guggenheim Capital's 13F filing for Q3 2024, filed 13 Nov 2024.