Karpas Strategies’s Markel Group MKL Stock Holding History

Karpas Strategies’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 Q2	$977K	Sell	620 -38	-6%	-$59K	0.31%	64
2024 Q1	$1M	Sell	658 -40	-6%	-$58.7K	0.31%	63
2023 Q4	$991K	Hold	698	–	–	0.33%	61
2023 Q3	$1.03M	Hold	698	–	–	0.38%	57
2023 Q2	$965K	Hold	698	–	–	0.33%	60
2023 Q1	$892K	Hold	698	–	–	0.31%	65
2022 Q4	$920K	Hold	698	–	–	0.32%	62
2022 Q3	$757K	Hold	698	–	–	0.29%	61
2022 Q2	$903K	Hold	698	–	–	0.32%	61
2022 Q1	$1.03M	Hold	698	–	–	0.32%	62
2021 Q4	$861K	Hold	698	–	–	0.28%	66
2021 Q3	$928K	Hold	698	–	–	0.31%	59
2021 Q2	$828K	Hold	698	–	–	0.29%	62
2021 Q1	$795K	Hold	698	–	–	0.3%	62
2020 Q4	$721K	Hold	698	–	–	0.28%	66
2020 Q3	$680K	Hold	698	–	–	0.31%	59
2020 Q2	$644K	Hold	698	–	–	0.31%	58
2020 Q1	$648K	Hold	698	–	–	0.35%	60
2019 Q4	$798K	Hold	698	–	–	0.3%	64
2019 Q3	$825K	Hold	698	–	–	0.33%	57
2019 Q2	$761K	Hold	698	–	–	0.32%	61
2019 Q1	$695K	Hold	698	–	–	0.29%	63
2018 Q4	$725K	Hold	698	–	–	0.34%	58
2018 Q3	$830K	Hold	698	–	–	0.34%	58
2018 Q2	$757K	Hold	698	–	–	0.33%	62
2018 Q1	$817K	Hold	698	–	–	0.35%	57
2017 Q4	$795K	Hold	698	–	–	0.34%	59
2017 Q3	$745K	Hold	698	–	–	0.33%	58
2017 Q2	$681K	Hold	698	–	–	0.31%	60
2017 Q1	$681K	Hold	698	–	–	0.31%	60
2016 Q4	$631K	Hold	698	–	–	0.3%	63
2016 Q3	$648K	Hold	698	–	–	0.32%	61
2016 Q2	$665K	Hold	698	–	–	0.33%	60
2016 Q1	$622K	Hold	698	–	–	0.32%	62
2015 Q4	$617K	Hold	698	–	–	0.33%	61
2015 Q3	$560K	Hold	698	–	–	0.31%	64
2015 Q2	$559K	Hold	698	–	–	0.28%	65
2015 Q1	$537K	Hold	698	–	–	0.26%	69
2014 Q4	$477K	Hold	698	–	–	0.23%	77
2014 Q3	$444K	Hold	698	–	–	0.22%	80
2014 Q2	$458K	Hold	698	–	–	0.23%	79
2014 Q1	$416K	Hold	698	–	–	0.22%	77
2013 Q4	$405K	Hold	698	–	–	0.22%	76
2013 Q3	$361K	Hold	698	–	–	0.21%	78
2013 Q2	$368K	Buy	+698	New	+$365K	0.23%	76

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Karpas Strategies's MKL Position: Q2 2024 in Review

Karpas Strategies reduced its Markel Group (MKL) stake by 5.8% in Q2 2024, selling an estimated $59K and leaving 620 shares worth $977K. The position accounts for 0.31% of the portfolio, ranked #64.

Karpas Strategies first reported a position in MKL in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.03M in Q1 2022. 811 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

Karpas Strategies held 620 shares of Markel Group worth $977K as of Q2 2024.
Karpas Strategies sold 38 Markel Group shares in Q2 2024, an estimated $59K.
Markel Group made up 0.31% of Karpas Strategies's portfolio in Q2 2024, its #64 holding.
Karpas Strategies first reported a position in Markel Group in Q2 2013 and has held it in 45 quarters since.
Karpas Strategies's Markel Group position peaked at $1.03M in Q1 2022.
811 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.