Institutional & Family Asset Management’s Markel Group MKL Stock Holding History

Institutional & Family Asset Management’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	$9.45K	Hold	6	–	–	﹤0.01%	424
2024 Q1	$9.13K	Sell	6 -1	-14%	-$1.47K	﹤0.01%	422
2023 Q4	$9.94K	Buy	7 +1	+17%	+$1.42K	﹤0.01%	395
2023 Q3	$8.84K	Hold	6	–	–	﹤0.01%	395
2023 Q2	$8.3K	Buy	6 +1	+20%	+$1.34K	﹤0.01%	405
2023 Q1	$6.39K	Hold	5	–	–	﹤0.01%	445
2022 Q4	$6.59K	Buy	+5	New	+$6.18K	﹤0.01%	427

Other funds holding MKL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Institutional & Family Asset Management's MKL Position: Q2 2024 in Review

Institutional & Family Asset Management held its Markel Group (MKL) position steady in Q2 2024 at 6 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Institutional & Family Asset Management first reported a position in MKL in Q4 2022 and has held it in 7 quarters since. The position peaked at $9.94K in Q4 2023. 810 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

Institutional & Family Asset Management held 6 shares of Markel Group worth $9.45K as of Q2 2024.
Institutional & Family Asset Management left its Markel Group share count unchanged in Q2 2024.
Markel Group made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #424 holding.
Institutional & Family Asset Management first reported a position in Markel Group in Q4 2022 and has held it in 7 quarters since.
Institutional & Family Asset Management's Markel Group position peaked at $9.94K in Q4 2023.
810 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.