Moors & Cabot’s Markel Group MKL Stock Holding History

Moors & Cabot’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 Q2	–	Sell	-230	Closed	-$350K	–	911
2024 Q1	$350K	Buy	+230	New	+$337K	0.02%	621

Other funds holding MKL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Moors & Cabot's MKL Position: Q2 2024 in Review

Moors & Cabot sold out of Markel Group (MKL) in Q2 2024, closing a stake of 230 shares — an estimated $350K sold.

Moors & Cabot first reported a position in MKL in Q1 2024 and held it in 1 quarter. The position peaked at $350K in Q1 2024. 810 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

Moors & Cabot reported no remaining Markel Group position as of Q2 2024 after selling out during the quarter.
Moors & Cabot sold 230 Markel Group shares in Q2 2024, an estimated $350K.
Moors & Cabot first reported a position in Markel Group in Q1 2024 and held it in 1 quarter.
Moors & Cabot's Markel Group position peaked at $350K in Q1 2024.
810 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Moors & Cabot's 13F filing for Q2 2024, filed 9 Aug 2024.