Keating Investment Counselors’s Markel Group MKL Stock Holding History

Keating Investment Counselors’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	-143	Closed	-$203K	–	85
2023 Q4	$203K	Sell	143 -82	-36%	-$116K	0.07%	84
2023 Q3	$331K	Sell	225 -61	-21%	-$89.3K	0.11%	70
2023 Q2	$396K	Hold	286	–	–	0.14%	63
2023 Q1	$365K	Hold	286	–	–	0.14%	65
2022 Q4	$377K	Hold	286	–	–	0.15%	64
2022 Q3	$310K	Hold	286	–	–	0.14%	51
2022 Q2	$370K	Hold	286	–	–	0.16%	53
2022 Q1	$422K	Hold	286	–	–	0.18%	52
2021 Q4	$353K	Hold	286	–	–	0.16%	54
2021 Q3	$342K	Hold	286	–	–	0.16%	54
2021 Q2	$339K	Hold	286	–	–	0.16%	53
2021 Q1	$326K	Hold	286	–	–	0.16%	54
2020 Q4	$296K	Hold	286	–	–	0.15%	53
2020 Q3	$278K	Hold	286	–	–	0.15%	53
2020 Q2	$264K	Hold	286	–	–	0.15%	52
2020 Q1	$265K	Sell	286 -9	-3%	-$10.3K	0.16%	56
2019 Q4	$337K	Hold	295	–	–	0.15%	62
2019 Q3	$349K	Buy	+295	New	+$335K	0.16%	62

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Keating Investment Counselors's MKL Position: Q1 2024 in Review

Keating Investment Counselors sold out of Markel Group (MKL) in Q1 2024, closing a stake of 143 shares — an estimated $203K sold.

Keating Investment Counselors first reported a position in MKL in Q3 2019 and held it in 18 quarters. The position peaked at $422K in Q1 2022. 746 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

Keating Investment Counselors reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
Keating Investment Counselors sold 143 Markel Group shares in Q1 2024, an estimated $203K.
Keating Investment Counselors first reported a position in Markel Group in Q3 2019 and held it in 18 quarters.
Keating Investment Counselors's Markel Group position peaked at $422K in Q1 2022.
746 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Keating Investment Counselors's 13F filing for Q1 2024, filed 7 May 2024.