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Mendota Financial Group’s Markel Group MKL Stock Holding History

Mendota Financial Group’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
2025
Q1 		– Sell
-39
Closed -$67.3K – 266
2024
Q4 		$67.3K Sell
39
-11
-22% -$18.3K 0.04% 126
2024
Q3 		$78.4K Hold
50
– – 0.04% 135
2024
Q2 		$78.8K Sell
50
-22
-31% -$34.2K 0.04% 141
2024
Q1 		$110K Hold
72
– – 0.06% 120
2023
Q4 		$102K Hold
72
– – 0.08% 145
2023
Q3 		$106K Buy
72
+1
+1% +$1.46K 0.11% 90
2023
Q2 		$98.2K Buy
+71
New +$95.2K 0.11% 91
2023
Q1 		– Sell
-67
Closed -$88.3K – 333
2022
Q4 		$88.3K Buy
+67
New +$82.9K 0.11% 103

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mendota Financial Group's MKL Position: Q1 2025 in Review

Mendota Financial Group sold out of Markel Group (MKL) in Q1 2025, closing a stake of 39 shares — an estimated $67.3K sold.

Mendota Financial Group first reported a position in MKL in Q4 2022 and held it in 8 quarters. The position peaked at $110K in Q1 2024. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Mendota Financial Group reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 39 Markel Group shares in Q1 2025, an estimated $67.3K.
  • Mendota Financial Group first reported a position in Markel Group in Q4 2022 and held it in 8 quarters.
  • Mendota Financial Group's Markel Group position peaked at $110K in Q1 2024.
  • 850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.