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Kapitalo Investimentos’s Markel Group MKL Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-127
Closed -$180K – 445
2023
Q4 		$180K Sell
127
-34
-21% -$48.2K 0.04% 295
2023
Q3 		$237K Sell
161
-13
-7% -$19K 0.03% 254
2023
Q2 		$241K Buy
+174
New +$233K 0.04% 208

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Kapitalo Investimentos's MKL Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Markel Group (MKL) in Q1 2024, closing a stake of 127 shares — an estimated $180K sold.

Kapitalo Investimentos first reported a position in MKL in Q2 2023 and held it in 3 quarters. The position peaked at $241K in Q2 2023. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 127 Markel Group shares in Q1 2024, an estimated $180K.
  • Kapitalo Investimentos first reported a position in Markel Group in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Markel Group position peaked at $241K in Q2 2023.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.