Lee Financial’s Markel Group MKL Stock Holding History

Lee Financial’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	-1	Closed	-$1.42K	–	561
2023 Q4	$1.42K	Buy	+1	New	+$1.42K	﹤0.01%	783
2023 Q3	–	Sell	-22	Closed	-$30.4K	–	845
2023 Q2	$30.4K	Buy	+22	New	+$29.5K	0.01%	260

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 $95.5B AUM 28.4% 1-Year Est. Return

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

Lee Financial's MKL Position: Q1 2024 in Review

Lee Financial sold out of Markel Group (MKL) in Q1 2024, closing a stake of 1 share — an estimated $1.42K sold.

Lee Financial first reported a position in MKL in Q2 2023 and held it in 2 quarters. The position peaked at $30.4K in Q2 2023. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

Lee Financial reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 1 Markel Group share in Q1 2024, an estimated $1.42K.
Lee Financial first reported a position in Markel Group in Q2 2023 and held it in 2 quarters.
Lee Financial's Markel Group position peaked at $30.4K in Q2 2023.
745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.