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Investors Research Corp’s Markel Group MKL Stock Holding History

Investors Research Corp’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 		– Sell
-16
Closed -$24.3K – 1084
2024
Q1 		$24.3K Hold
16
– – 0.01% 599
2023
Q4 		$22.7K Hold
16
– – 0.01% 615
2023
Q3 		$23.6K Hold
16
– – 0.01% 616
2023
Q2 		$22.1K Hold
16
– – 0.01% 635
2023
Q1 		$20.4K Hold
16
– – 0.01% 668
2022
Q4 		$21.1K Hold
16
– – 0.01% 659
2022
Q3 		$17K Hold
16
– – 0.01% 676
2022
Q2 		$21K Hold
16
– – 0.01% 653
2022
Q1 		$24K Hold
16
– – 0.01% 627
2021
Q4 		$20K Hold
16
– – 0.01% 667
2021
Q3 		$19K Hold
16
– – 0.01% 685
2021
Q2 		$19K Hold
16
– – 0.01% 686
2021
Q1 		$18K Hold
16
– – 0.01% 703
2020
Q4 		$17K Hold
16
– – 0.01% 768
2020
Q3 		$16K Hold
16
– – 0.01% 731
2020
Q2 		$15K Hold
16
– – 0.01% 730
2020
Q1 		$15K Hold
16
– – 0.01% 688
2019
Q4 		$18K Hold
16
– – 0.01% 734
2019
Q3 		$19K Buy
+16
New +$18.2K 0.01% 722

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Investors Research Corp's MKL Position: Q2 2024 in Review

Investors Research Corp sold out of Markel Group (MKL) in Q2 2024, closing a stake of 16 shares — an estimated $24.3K sold.

Investors Research Corp first reported a position in MKL in Q3 2019 and held it in 19 quarters. The position peaked at $24.3K in Q1 2024. 811 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

  • Investors Research Corp reported no remaining Markel Group position as of Q2 2024 after selling out during the quarter.
  • Investors Research Corp sold 16 Markel Group shares in Q2 2024, an estimated $24.3K.
  • Investors Research Corp first reported a position in Markel Group in Q3 2019 and held it in 19 quarters.
  • Investors Research Corp's Markel Group position peaked at $24.3K in Q1 2024.
  • 811 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Investors Research Corp's 13F filing for Q2 2024, filed 31 Jul 2024.