Lord, Abbett & Co
MKL icon

Lord, Abbett & Co’s Markel Group MKL Stock Holding History

Lord, Abbett & Co’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
2023
Q1 		– Sell
-18,000
Closed -$23.7M – 609
2022
Q4 		$23.7M Buy
+18,000
New +$22.3M 0.08% 319
2018
Q1 		– Sell
-16,761
Closed -$19.1M – 869
2017
Q4 		$19.1M Sell
16,761
-26,325
-61% -$28.8M 0.05% 487
2017
Q3 		$46M Sell
43,086
-334
-0.8% -$345K 0.13% 241
2017
Q2 		$42.4M Buy
43,420
+892
+2% +$866K 0.13% 251
2017
Q1 		$41.5M Sell
42,528
-155
-0.4% -$146K 0.12% 255
2016
Q4 		$38.6M Sell
42,683
-704
-2% -$628K 0.12% 259
2016
Q3 		$40.3M Sell
43,387
-16,535
-28% -$15.4M 0.12% 264
2016
Q2 		$57.1M Buy
59,922
+113
+0.2% +$105K 0.18% 169
2016
Q1 		$53.3M Sell
59,809
-1,934
-3% -$1.66M 0.17% 185
2015
Q4 		$54.5M Buy
61,743
+110
+0.2% +$95.7K 0.16% 175
2015
Q3 		$49.4M Sell
61,633
-3,865
-6% -$3.27M 0.15% 213
2015
Q2 		$52.4M Sell
65,498
-8,324
-11% -$6.47M 0.14% 234
2015
Q1 		$56.8M Sell
73,822
-3,876
-5% -$2.8M 0.14% 216
2014
Q4 		$53.1M Sell
77,698
-11,414
-13% -$7.74M 0.13% 209
2014
Q3 		$56.7M Sell
89,112
-11,509
-11% -$7.42M 0.14% 183
2014
Q2 		$66M Sell
100,621
-2,161
-2% -$1.36M 0.15% 189
2014
Q1 		$61.3M Sell
102,782
-683
-0.7% -$389K 0.14% 215
2013
Q4 		$60M Buy
103,465
+2,797
+3% +$1.52M 0.13% 219
2013
Q3 		$52.1M Buy
100,668
+12,083
+14% +$6.35M 0.12% 242
2013
Q2 		$46.7M Buy
+88,585
New +$46.4M 0.11% 270

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Lord, Abbett & Co's MKL Position: Q1 2023 in Review

Lord, Abbett & Co sold out of Markel Group (MKL) in Q1 2023, closing a stake of 18,000 shares — an estimated $23.7M sold.

Lord, Abbett & Co first reported a position in MKL in Q2 2013 and held it in 20 quarters. The position peaked at $66M in Q2 2014. 674 funds tracked by Wall St. Rank hold MKL as of Q1 2023.

  • Lord, Abbett & Co reported no remaining Markel Group position as of Q1 2023 after selling out during the quarter.
  • Lord, Abbett & Co sold 18,000 Markel Group shares in Q1 2023, an estimated $23.7M.
  • Lord, Abbett & Co first reported a position in Markel Group in Q2 2013 and held it in 20 quarters.
  • Lord, Abbett & Co's Markel Group position peaked at $66M in Q2 2014.
  • 674 funds tracked by Wall St. Rank held Markel Group as of Q1 2023.

Based on Lord, Abbett & Co's 13F filing for Q1 2023, filed 12 May 2023.