Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Markel Group MKL Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
2025 Q1	–	Sell	-8,000	Closed	-$13.8M	–	1201
2024 Q4	$13.8M	Buy	+8,000	New	+$13.3M	0.03%	358
2023 Q4	–	Sell	-1,400	Closed	-$2.06M	–	1121
2023 Q3	$2.06M	Buy	1,400 +770	+122%	+$1.13M	0.01%	547
2023 Q2	$871K	Buy	+630	New	+$845K	﹤0.01%	782
2022 Q4	–	Sell	-2,000	Closed	-$2.17M	–	1559
2022 Q3	$2.17M	Buy	+2,000	New	+$2.44M	0.01%	668
2021 Q2	–	Sell	-578	Closed	-$659K	–	1895
2021 Q1	$659K	Buy	+578	New	+$623K	﹤0.01%	1036
2020 Q4	–	Sell	-43	Closed	-$42K	–	1559
2020 Q3	$42K	Buy	+43	New	+$43.7K	﹤0.01%	913

Other funds holding MKL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's MKL Position: Q1 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Markel Group (MKL) in Q1 2025, closing a stake of 8,000 shares — an estimated $13.8M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in MKL in Q3 2020 and held it in 6 quarters. The position peaked at $13.8M in Q4 2024. 851 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 8,000 Markel Group shares in Q1 2025, an estimated $13.8M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Markel Group in Q3 2020 and held it in 6 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Markel Group position peaked at $13.8M in Q4 2024.
851 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2025, filed 14 May 2025.