JAM
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Jupiter Asset Management’s Markel Group MKL Stock Holding History

Jupiter 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
2023
Q1 		– Sell
-5,699
Closed -$7.49M – 469
2022
Q4 		$7.49M Buy
+5,699
New +$7.05M 0.11% 192
2021
Q3 		– Sell
-4,389
Closed -$5.21M – 611
2021
Q2 		$5.21M Sell
4,389
-2,608
-37% -$3.13M 0.05% 293
2021
Q1 		$8M Buy
6,997
+3,208
+85% +$3.46M 0.08% 245
2020
Q4 		$3.91M Hold
3,789
– – 0.04% 350
2020
Q3 		$3.69M Hold
3,789
– – 0.04% 336
2020
Q2 		$3.5M Buy
3,789
+700
+23% +$636K 0.12% 163
2020
Q1 		$2.87M Buy
+3,089
New +$3.53M 0.12% 151
2017
Q1 		– Sell
-10,260
Closed -$9.28M – 216
2016
Q4 		$9.28M Sell
10,260
-12,300
-55% -$11M 0.35% 80
2016
Q3 		$21M Hold
22,560
– – 0.79% 29
2016
Q2 		$21.5M Hold
22,560
– – 0.82% 29
2016
Q1 		$20.1M Buy
22,560
+6,544
+41% +$5.62M 0.76% 33
2015
Q4 		$14.1M Sell
16,016
-2,184
-12% -$1.9M 0.52% 45
2015
Q3 		$14.6M Buy
18,200
+1,300
+8% +$1.1M 0.57% 40
2015
Q2 		$13.5M Buy
16,900
+1,110
+7% +$863K 0.47% 52
2015
Q1 		$12.1M Buy
+15,790
New +$11.4M 0.42% 62

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Jupiter Asset Management's MKL Position: Q1 2023 in Review

Jupiter Asset Management sold out of Markel Group (MKL) in Q1 2023, closing a stake of 5,699 shares — an estimated $7.49M sold.

Jupiter Asset Management first reported a position in MKL in Q1 2015 and held it in 15 quarters. The position peaked at $21.5M in Q2 2016. 675 funds tracked by Wall St. Rank hold MKL as of Q1 2023.

  • Jupiter Asset Management reported no remaining Markel Group position as of Q1 2023 after selling out during the quarter.
  • Jupiter Asset Management sold 5,699 Markel Group shares in Q1 2023, an estimated $7.49M.
  • Jupiter Asset Management first reported a position in Markel Group in Q1 2015 and held it in 15 quarters.
  • Jupiter Asset Management's Markel Group position peaked at $21.5M in Q2 2016.
  • 675 funds tracked by Wall St. Rank held Markel Group as of Q1 2023.

Based on Jupiter Asset Management's 13F filing for Q1 2023, filed 10 May 2023.