Interval Partners’s Markel Group MKL Stock Holding History

Interval Partners’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
2022 Q4	–	Sell	-865	Closed	-$938K	–	287
2022 Q3	$938K	Sell	865 -2,053	-70%	-$2.5M	0.04%	238
2022 Q2	$3.77M	Sell	2,918 -719	-20%	-$987K	0.2%	133
2022 Q1	$5.37M	Sell	3,637 -1,021	-22%	-$1.32M	0.26%	102
2021 Q4	$5.75M	Buy	+4,658	New	+$5.88M	0.25%	112

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 $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

DSA

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

Interval Partners's MKL Position: Q4 2022 in Review

Interval Partners sold out of Markel Group (MKL) in Q4 2022, closing a stake of 865 shares — an estimated $938K sold.

Interval Partners first reported a position in MKL in Q4 2021 and held it in 4 quarters. The position peaked at $5.75M in Q4 2021. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

Interval Partners reported no remaining Markel Group position as of Q4 2022 after selling out during the quarter.
Interval Partners sold 865 Markel Group shares in Q4 2022, an estimated $938K.
Interval Partners first reported a position in Markel Group in Q4 2021 and held it in 4 quarters.
Interval Partners's Markel Group position peaked at $5.75M in Q4 2021.
674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on Interval Partners's 13F filing for Q4 2022, filed 14 Feb 2023.