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Heartland Advisors’s Markel Group MKL Stock Holding History

Heartland Advisors’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
-2,146
Closed -$3.05M – 187
2023
Q4 		$3.05M Sell
2,146
-962
-31% -$1.36M 0.16% 153
2023
Q3 		$4.58M Hold
3,108
– – 0.26% 138
2023
Q2 		$4.3M Hold
3,108
– – 0.25% 138
2023
Q1 		$3.97M Sell
3,108
-1,692
-35% -$2.25M 0.25% 137
2022
Q4 		$6.32M Buy
4,800
+62
+1% +$76.7K 0.4% 109
2022
Q3 		$5.14M Hold
4,738
– – 0.38% 109
2022
Q2 		$6.13M Sell
4,738
-25
-0.5% -$34.3K 0.43% 106
2022
Q1 		$7.03M Buy
+4,763
New +$6.15M 0.44% 102

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

Heartland Advisors's MKL Position: Q1 2024 in Review

Heartland Advisors sold out of Markel Group (MKL) in Q1 2024, closing a stake of 2,146 shares — an estimated $3.05M sold.

Heartland Advisors first reported a position in MKL in Q1 2022 and held it in 8 quarters. The position peaked at $7.03M in Q1 2022. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Heartland Advisors reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Heartland Advisors sold 2,146 Markel Group shares in Q1 2024, an estimated $3.05M.
  • Heartland Advisors first reported a position in Markel Group in Q1 2022 and held it in 8 quarters.
  • Heartland Advisors's Markel Group position peaked at $7.03M in Q1 2022.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Heartland Advisors's 13F filing for Q1 2024, filed 7 May 2024.