LC
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Lindbrook Capital’s Markel Group MKL Stock Holding History

Lindbrook Capital’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
2025
Q1 		$72.9K Sell
39
-10
-20% -$18.4K 0.01% 817
2024
Q4 		$84.6K Buy
49
+4
+9% +$6.64K 0.01% 607
2024
Q3 		$70.6K Buy
45
+2
+5% +$3.13K 0.01% 680
2024
Q2 		$67.8K Buy
43
+3
+8% +$4.66K 0.01% 674
2024
Q1 		$60.9K Buy
40
+3
+8% +$4.4K 0.01% 708
2023
Q4 		$52.5K Buy
37
+2
+6% +$2.84K 0.01% 736
2023
Q3 		$51.5K Hold
35
– – 0.01% 677
2023
Q2 		$48.4K Hold
35
– – 0.01% 733
2023
Q1 		$44.7K Buy
35
+3
+9% +$3.98K 0.01% 736
2022
Q4 		$42.2K Buy
+32
New +$39.6K 0.01% 759
2020
Q2 		– Sell
-7
Closed -$6K – 1827
2020
Q1 		$6K Sell
7
-9
-56% -$10.3K ﹤0.01% 930
2019
Q4 		$18K Sell
16
-30
-65% -$34.2K 0.01% 770
2019
Q3 		$54K Hold
46
– – 0.02% 394
2019
Q2 		$50K Sell
46
-18
-28% -$18.9K 0.02% 428
2019
Q1 		$63K Buy
64
+20
+45% +$20.3K 0.03% 337
2018
Q4 		$45K Buy
+44
New +$48.1K 0.02% 378

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Lindbrook Capital's MKL Position: Q1 2025 in Review

Lindbrook Capital reduced its Markel Group (MKL) stake by 20% in Q1 2025, selling an estimated $18.4K and leaving 39 shares worth $72.9K. The position accounts for 0.01% of the portfolio, ranked #817.

Lindbrook Capital first reported a position in MKL in Q4 2018 and has held it in 16 quarters since. The position peaked at $84.6K in Q4 2024. 851 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Lindbrook Capital held 39 shares of Markel Group worth $72.9K as of Q1 2025.
  • Lindbrook Capital sold 10 Markel Group shares in Q1 2025, an estimated $18.4K.
  • Markel Group made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #817 holding.
  • Lindbrook Capital first reported a position in Markel Group in Q4 2018 and has held it in 16 quarters since.
  • Lindbrook Capital's Markel Group position peaked at $84.6K in Q4 2024.
  • 851 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.