Jarislowsky, Fraser Ltd’s Markel Group MKL Stock Holding History

Jarislowsky, Fraser Ltd’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	-330	Closed	-$456K	–	196
2023 Q2	$456K	Hold	330	–	–	﹤0.01%	168
2023 Q1	$422K	Hold	330	–	–	﹤0.01%	174
2022 Q4	$435K	Hold	330	–	–	﹤0.01%	175
2022 Q3	$357K	Hold	330	–	–	﹤0.01%	178
2022 Q2	$426K	Hold	330	–	–	﹤0.01%	178
2022 Q1	$486K	Sell	330 -50	-13%	-$64.6K	﹤0.01%	180
2021 Q4	$468K	Buy	380 +50	+15%	+$63.1K	﹤0.01%	186
2021 Q3	$394K	Buy	330 +115	+53%	+$142K	﹤0.01%	196
2021 Q2	$255K	Hold	215	–	–	﹤0.01%	217
2021 Q1	$245K	Hold	215	–	–	﹤0.01%	205
2020 Q4	$222K	Buy	+215	New	+$214K	﹤0.01%	211
2020 Q1	–	Sell	-205	Closed	-$234K	–	222
2019 Q4	$234K	Buy	+205	New	+$233K	﹤0.01%	219

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

DSA

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jarislowsky, Fraser Ltd's MKL Position: Q3 2023 in Review

Jarislowsky, Fraser Ltd sold out of Markel Group (MKL) in Q3 2023, closing a stake of 330 shares — an estimated $456K sold.

Jarislowsky, Fraser Ltd first reported a position in MKL in Q4 2019 and held it in 12 quarters. The position peaked at $486K in Q1 2022. 738 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

Jarislowsky, Fraser Ltd reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
Jarislowsky, Fraser Ltd sold 330 Markel Group shares in Q3 2023, an estimated $456K.
Jarislowsky, Fraser Ltd first reported a position in Markel Group in Q4 2019 and held it in 12 quarters.
Jarislowsky, Fraser Ltd's Markel Group position peaked at $486K in Q1 2022.
738 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Jarislowsky, Fraser Ltd's 13F filing for Q3 2023, filed 6 Nov 2023.