Marshall Wace North America’s Markel Group MKL Stock Holding History

Marshall Wace North America’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
2021 Q1	–	Sell	-3,469	Closed	-$3.58M	–	1673
2020 Q4	$3.58M	Buy	3,469 +657	+23%	+$655K	0.02%	611
2020 Q3	$2.74M	Buy	+2,812	New	+$2.86M	0.02%	507
2020 Q2	–	Sell	-47	Closed	-$44K	–	1345
2020 Q1	$44K	Sell	47 -2,374	-98%	-$2.71M	﹤0.01%	1086
2019 Q4	$2.77M	Buy	+2,421	New	+$2.76M	0.01%	504
2019 Q2	–	Sell	-80	Closed	-$80K	–	1423
2019 Q1	$80K	Sell	80 -2,502	-97%	-$2.54M	﹤0.01%	1161
2018 Q4	$2.68M	Buy	2,582 +2,163	+516%	+$2.37M	0.03%	373
2018 Q3	$498K	Buy	+419	New	+$493K	﹤0.01%	704
2018 Q2	–	Sell	-273	Closed	-$319K	–	1569
2018 Q1	$319K	Buy	+273	New	+$307K	﹤0.01%	1248

Other funds holding MKL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Marshall Wace North America's MKL Position: Q1 2021 in Review

Marshall Wace North America sold out of Markel Group (MKL) in Q1 2021, closing a stake of 3,469 shares — an estimated $3.58M sold.

Marshall Wace North America first reported a position in MKL in Q1 2018 and held it in 8 quarters. The position peaked at $3.58M in Q4 2020. 575 funds tracked by Wall St. Rank hold MKL as of Q1 2021.

Marshall Wace North America reported no remaining Markel Group position as of Q1 2021 after selling out during the quarter.
Marshall Wace North America sold 3,469 Markel Group shares in Q1 2021, an estimated $3.58M.
Marshall Wace North America first reported a position in Markel Group in Q1 2018 and held it in 8 quarters.
Marshall Wace North America's Markel Group position peaked at $3.58M in Q4 2020.
575 funds tracked by Wall St. Rank held Markel Group as of Q1 2021.

Based on Marshall Wace North America's 13F filing for Q1 2021, filed 17 May 2021.