Karani Asset Management’s Markel Group MKL Stock Holding History

Karani 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 Q3	$2.06M	Sell	1,396 -591	-30%	-$865K	2.96%	18
2023 Q2	$2.75M	Sell	1,987 -123	-6%	-$165K	2.77%	21
2023 Q1	$2.7M	Buy	2,110 +73	+4%	+$97K	2.85%	21
2022 Q4	$2.68M	Sell	2,037 -667	-25%	-$825K	3.13%	17
2022 Q3	$2.93M	Sell	2,704 -307	-10%	-$375K	2.97%	18
2022 Q2	$3.89M	Sell	3,011 -334	-10%	-$458K	3.6%	17
2022 Q1	$4.93M	Buy	+3,345	New	+$4.32M	2.67%	20

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Karani Asset Management's MKL Position: Q3 2023 in Review

Karani Asset Management reduced its Markel Group (MKL) stake by 30% in Q3 2023, selling an estimated $865K and leaving 1,396 shares worth $2.06M. The position accounts for 2.96% of the portfolio, ranked #18.

Karani Asset Management first reported a position in MKL in Q1 2022 and has held it in 7 quarters since. The position peaked at $4.93M in Q1 2022. 737 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

Karani Asset Management held 1,396 shares of Markel Group worth $2.06M as of Q3 2023.
Karani Asset Management sold 591 Markel Group shares in Q3 2023, an estimated $865K.
Markel Group made up 2.96% of Karani Asset Management's portfolio in Q3 2023, its #18 holding.
Karani Asset Management first reported a position in Markel Group in Q1 2022 and has held it in 7 quarters since.
Karani Asset Management's Markel Group position peaked at $4.93M in Q1 2022.
737 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Karani Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.