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Liontrust Investment Partners’s Markel Group MKL Stock Holding History

Liontrust Investment Partners’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
Q4 		– Sell
-2,215
Closed -$3.49M – 240
2024
Q3 		$3.49M Hold
2,215
– – 0.05% 130
2024
Q2 		$3.49M Hold
2,215
– – 0.05% 130
2024
Q1 		$3.37M Sell
2,215
-70
-3% -$103K 0.05% 130
2023
Q4 		$3.24M Buy
2,285
+431
+23% +$611K 0.05% 133
2023
Q3 		$2.73M Buy
1,854
+354
+24% +$518K 0.04% 131
2023
Q2 		$2.07M Hold
1,500
– – 0.03% 178
2023
Q1 		$1.92M Buy
+1,500
New +$1.99M 0.03% 168

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Liontrust Investment Partners's MKL Position: Q4 2024 in Review

Liontrust Investment Partners sold out of Markel Group (MKL) in Q4 2024, closing a stake of 2,215 shares — an estimated $3.49M sold.

Liontrust Investment Partners first reported a position in MKL in Q1 2023 and held it in 7 quarters. The position peaked at $3.49M in Q3 2024. 830 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

  • Liontrust Investment Partners reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
  • Liontrust Investment Partners sold 2,215 Markel Group shares in Q4 2024, an estimated $3.49M.
  • Liontrust Investment Partners first reported a position in Markel Group in Q1 2023 and held it in 7 quarters.
  • Liontrust Investment Partners's Markel Group position peaked at $3.49M in Q3 2024.
  • 830 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Liontrust Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.