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M&R Capital Management’s Markel Group MKL Stock Holding History

M&R Capital Management’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
Q3 		$80K Buy
51
+1
+2% +$1.56K 0.02% 201
2024
Q2 		$78.8K Hold
50
– – 0.02% 194
2024
Q1 		$76.4K Sell
50
-50
-50% -$73.3K 0.02% 195
2023
Q4 		$142K Hold
100
– – 0.04% 168
2023
Q3 		$147K Hold
100
– – 0.04% 162
2023
Q2 		$138K Hold
100
– – 0.04% 164
2023
Q1 		$128K Buy
+100
New +$133K 0.04% 165

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 $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $1.88T AUM 44.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

M&R Capital Management's MKL Position: Q3 2024 in Review

M&R Capital Management increased its Markel Group (MKL) stake by 2% in Q3 2024, buying an estimated $1.56K and bringing the position to 51 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #201.

M&R Capital Management first reported a position in MKL in Q1 2023 and has held it in 7 quarters since. The position peaked at $147K in Q3 2023. 792 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • M&R Capital Management held 51 shares of Markel Group worth $80K as of Q3 2024.
  • M&R Capital Management bought 1 Markel Group share in Q3 2024, an estimated $1.56K.
  • Markel Group made up 0.02% of M&R Capital Management's portfolio in Q3 2024, its #201 holding.
  • M&R Capital Management first reported a position in Markel Group in Q1 2023 and has held it in 7 quarters since.
  • M&R Capital Management's Markel Group position peaked at $147K in Q3 2023.
  • 792 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.