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Horan Securities’s Markel Group MKL Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-16
Closed -$22.1K – 433
2023
Q2 		$22.1K Hold
16
– – 0.01% 305
2023
Q1 		$20.4K Hold
16
– – 0.01% 301
2022
Q4 		$21.1K Hold
16
– – 0.01% 290
2022
Q3 		$17K Sell
16
-4
-20% -$4.88K 0.01% 293
2022
Q2 		$25K Buy
20
+4
+25% +$5.49K 0.02% 243
2022
Q1 		$24K Buy
+16
New +$20.7K 0.01% 237

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horan Securities's MKL Position: Q3 2023 in Review

Horan Securities sold out of Markel Group (MKL) in Q3 2023, closing a stake of 16 shares — an estimated $22.1K sold.

Horan Securities first reported a position in MKL in Q1 2022 and held it in 6 quarters. The position peaked at $25K in Q2 2022. 737 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • Horan Securities reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 16 Markel Group shares in Q3 2023, an estimated $22.1K.
  • Horan Securities first reported a position in Markel Group in Q1 2022 and held it in 6 quarters.
  • Horan Securities's Markel Group position peaked at $25K in Q2 2022.
  • 737 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.