Loomis, Sayles & Company
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Loomis, Sayles & Company’s Markel Group MKL Stock Holding History

Loomis, Sayles & Company’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
-3
Closed -$4K – 869
2023
Q4 		$4K Sell
3
-3
-50% -$4.26K ﹤0.01% 909
2023
Q3 		$9K Buy
+6
New +$8.78K ﹤0.01% 810
2022
Q2 		– Sell
-8
Closed -$12K – 1022
2022
Q1 		$12K Buy
+8
New +$10.3K ﹤0.01% 698

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

Loomis, Sayles & Company's MKL Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Markel Group (MKL) in Q1 2024, closing a stake of 3 shares — an estimated $4K sold.

Loomis, Sayles & Company first reported a position in MKL in Q1 2022 and held it in 3 quarters. The position peaked at $12K in Q1 2022. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 3 Markel Group shares in Q1 2024, an estimated $4K.
  • Loomis, Sayles & Company first reported a position in Markel Group in Q1 2022 and held it in 3 quarters.
  • Loomis, Sayles & Company's Markel Group position peaked at $12K in Q1 2022.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.