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Mar Vista Investment Partners’s Markel Group MKL Stock Holding History

Mar Vista 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
Q1 		– Sell
-14
Closed -$19.9K – 63
2023
Q4 		$19.9K Sell
14
-47,091
-100% -$66.8M ﹤0.01% 55
2023
Q3 		$69.4M Sell
47,105
-29,600
-39% -$43.3M 3.32% 12
2023
Q2 		$106M Sell
76,705
-5,778
-7% -$7.75M 4.44% 7
2023
Q1 		$105M Sell
82,483
-1,574
-2% -$2.09M 4.68% 3
2022
Q4 		$111M Sell
84,057
-5,819
-6% -$7.2M 4.97% 3
2022
Q3 		$97.4M Buy
89,876
+484
+0.5% +$591K 4.35% 4
2022
Q2 		$116M Sell
89,392
-10,683
-11% -$14.7M 4.76% 1
2022
Q1 		$148M Buy
100,075
+2,798
+3% +$3.61M 4.63% 4
2021
Q4 		$120M Sell
97,277
-21,410
-18% -$27M 3.25% 13
2021
Q3 		$142M Sell
118,687
-5,326
-4% -$6.57M 3.65% 11
2021
Q2 		$147M Sell
124,013
-17,714
-12% -$21.2M 3.63% 11
2021
Q1 		$162M Buy
141,727
+5,722
+4% +$6.17M 3.74% 8
2020
Q4 		$141M Sell
136,005
-9,211
-6% -$9.18M 3.48% 10
2020
Q3 		$141M Sell
145,216
-5,834
-4% -$5.93M 3.71% 9
2020
Q2 		$139M Sell
151,050
-16,627
-10% -$15.1M 3.81% 10
2020
Q1 		$156M Sell
167,677
-8,345
-5% -$9.54M 4.73% 3
2019
Q4 		$201M Sell
176,022
-13,943
-7% -$15.9M 4.81% 3
2019
Q3 		$225M Buy
189,965
+7,572
+4% +$8.6M 5.66% 2
2019
Q2 		$199M Sell
182,393
-8,248
-4% -$8.64M 5.3% 3
2019
Q1 		$190M Buy
190,641
+29,447
+18% +$29.9M 5.01% 4
2018
Q4 		$167M Buy
161,194
+7,423
+5% +$8.12M 5.62% 3
2018
Q3 		$183M Buy
153,771
+29,994
+24% +$35.3M 5.38% 3
2018
Q2 		$134M Sell
123,777
-6,299
-5% -$7.11M 5.26% 1
2018
Q1 		$152M Sell
130,076
-3,845
-3% -$4.33M 6.05% 2
2017
Q4 		$153M Buy
133,921
+18,326
+16% +$20M 5.72% 2
2017
Q3 		$123M Sell
115,595
-189
-0.2% -$195K 5.13% 4
2017
Q2 		$113M Sell
115,784
-3,260
-3% -$3.16M 4.72% 7
2017
Q1 		$116M Sell
119,044
-16,117
-12% -$15.2M 4.84% 5
2016
Q4 		$122M Sell
135,161
-8,296
-6% -$7.4M 4.94% 3
2016
Q3 		$133M Buy
143,457
+32,708
+30% +$30.5M 5.44% 5
2016
Q2 		$106M Buy
110,749
+4,521
+4% +$4.21M 6.25% 3
2016
Q1 		$94.7M Sell
106,228
-8,153
-7% -$7.01M 5.82% 3
2015
Q4 		$101M Sell
114,381
-1,404
-1% -$1.22M 5.92% 4
2015
Q3 		$92.8M Buy
115,785
+696
+0.6% +$589K 5.58% 4
2015
Q2 		$92.1M Sell
115,089
-472
-0.4% -$367K 5.07% 6
2015
Q1 		$88.9M Buy
115,561
+12,617
+12% +$9.12M 5.05% 5
2014
Q4 		$70.3M Buy
102,944
+381
+0.4% +$258K 4.11% 7
2014
Q3 		$65.2M Sell
102,563
-520
-0.5% -$335K 4% 10
2014
Q2 		$67.6M Buy
103,083
+5,182
+5% +$3.27M 4.19% 9
2014
Q1 		$58.4M Buy
97,901
+2,024
+2% +$1.15M 3.36% 16
2013
Q4 		$55.6M Buy
95,877
+3,513
+4% +$1.91M 3.24% 15
2013
Q3 		$47.8M Sell
92,364
-13,446
-13% -$7.06M 3.28% 13
2013
Q2 		$55.8M Buy
+105,810
New +$55.4M 3.62% 13

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

Mar Vista Investment Partners's MKL Position: Q1 2024 in Review

Mar Vista Investment Partners sold out of Markel Group (MKL) in Q1 2024, closing a stake of 14 shares — an estimated $19.9K sold.

Mar Vista Investment Partners first reported a position in MKL in Q2 2013 and held it in 43 quarters. The position peaked at $225M in Q3 2019. 746 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Mar Vista Investment Partners reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Mar Vista Investment Partners sold 14 Markel Group shares in Q1 2024, an estimated $19.9K.
  • Mar Vista Investment Partners first reported a position in Markel Group in Q2 2013 and held it in 43 quarters.
  • Mar Vista Investment Partners's Markel Group position peaked at $225M in Q3 2019.
  • 746 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Mar Vista Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.