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Invictus Private Wealth’s Markel Group MKL Stock Holding History

Invictus Private Wealth’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
Q3 		– Sell
-178
Closed -$280K – 86
2024
Q2 		$280K Sell
178
-27
-13% -$41.9K 0.02% 76
2024
Q1 		$312K Sell
205
-19
-8% -$27.9K 0.03% 75
2023
Q4 		$318K Sell
224
-5
-2% -$7.09K 0.03% 76
2023
Q3 		$337K Sell
229
-1
-0.4% -$1.46K 0.04% 69
2023
Q2 		$318K Hold
230
– – 0.03% 77
2023
Q1 		$294K Hold
230
– – 0.03% 75
2022
Q4 		$303K Buy
+230
New +$285K 0.04% 72

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Invictus Private Wealth's MKL Position: Q3 2024 in Review

Invictus Private Wealth sold out of Markel Group (MKL) in Q3 2024, closing a stake of 178 shares — an estimated $280K sold.

Invictus Private Wealth first reported a position in MKL in Q4 2022 and held it in 7 quarters. The position peaked at $337K in Q3 2023. 791 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • Invictus Private Wealth reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
  • Invictus Private Wealth sold 178 Markel Group shares in Q3 2024, an estimated $280K.
  • Invictus Private Wealth first reported a position in Markel Group in Q4 2022 and held it in 7 quarters.
  • Invictus Private Wealth's Markel Group position peaked at $337K in Q3 2023.
  • 791 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Invictus Private Wealth's 13F filing for Q3 2024, filed 30 Oct 2024.