Markel Group’s Gartner IT Stock Holding History

Markel Group’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,700	Closed	-$2.3M	–	137
2025 Q2	$2.3M	Hold	5,700	–	–	0.02%	128
2025 Q1	$2.39M	Hold	5,700	–	–	0.02%	126
2024 Q4	$2.76M	Hold	5,700	–	–	0.02%	120
2024 Q3	$2.89M	Hold	5,700	–	–	0.03%	121
2024 Q2	$2.56M	Hold	5,700	–	–	0.03%	125
2024 Q1	$2.72M	Hold	5,700	–	–	0.03%	119
2023 Q4	$2.57M	Hold	5,700	–	–	0.03%	118
2023 Q3	$1.96M	Hold	5,700	–	–	0.02%	122
2023 Q2	$2M	Hold	5,700	–	–	0.02%	122
2023 Q1	$1.86M	Hold	5,700	–	–	0.02%	125
2022 Q4	$1.92M	Buy	5,700 +1,200	+27%	+$387K	0.03%	120
2022 Q3	$1.25M	Buy	4,500 +1,500	+50%	+$421K	0.02%	124
2022 Q2	$726K	Buy	3,000 +500	+20%	+$133K	0.01%	126
2022 Q1	$744K	Buy	+2,500	New	+$724K	0.01%	121

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return