LNC
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Lincoln National Corp’s Markel Group MKL Stock Holding History

Lincoln National Corp’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 		– Sell
-396
Closed -$603K – 725
2024
Q1 		$603K Buy
396
+14
+4% +$20.5K 0.01% 684
2023
Q4 		$542K Sell
382
-13
-3% -$18.4K 0.01% 645
2023
Q3 		$582K Buy
395
+7
+2% +$10.2K 0.01% 553
2023
Q2 		$537K Buy
388
+13
+3% +$17.4K 0.01% 577
2023
Q1 		$479K Buy
375
+75
+25% +$99.6K 0.01% 603
2022
Q4 		$395K Buy
300
+69
+30% +$85.4K 0.01% 602
2022
Q3 		$250K Hold
231
– – 0.01% 721
2022
Q2 		$299K Buy
231
+14
+6% +$19.2K 0.01% 656
2022
Q1 		$320K Buy
217
+43
+25% +$55.5K 0.01% 702
2021
Q4 		$215K Buy
+174
New +$220K ﹤0.01% 825
2018
Q3 		– Sell
-584
Closed -$633K – 514
2018
Q2 		$633K Buy
584
+32
+6% +$36.1K 0.02% 225
2018
Q1 		$646K Sell
552
-52
-9% -$58.5K 0.02% 228
2017
Q4 		$688K Buy
+604
New +$660K 0.02% 305

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

Lincoln National Corp's MKL Position: Q2 2024 in Review

Lincoln National Corp sold out of Markel Group (MKL) in Q2 2024, closing a stake of 396 shares — an estimated $603K sold.

Lincoln National Corp first reported a position in MKL in Q4 2017 and held it in 13 quarters. The position peaked at $688K in Q4 2017. 810 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

  • Lincoln National Corp reported no remaining Markel Group position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 396 Markel Group shares in Q2 2024, an estimated $603K.
  • Lincoln National Corp first reported a position in Markel Group in Q4 2017 and held it in 13 quarters.
  • Lincoln National Corp's Markel Group position peaked at $688K in Q4 2017.
  • 810 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.