MOTCO’s Markel Group MKL Stock Holding History

MOTCO’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 Q4	–	Sell	-96	Closed	-$151K	–	542
2024 Q3	$151K	Sell	96 -22	-19%	-$34.4K	0.02%	224
2024 Q2	$186K	Buy	118 +3	+3%	+$4.66K	0.01%	282
2024 Q1	$175K	Buy	+115	New	+$169K	0.01%	285

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

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

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

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

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

MOTCO's MKL Position: Q4 2024 in Review

MOTCO sold out of Markel Group (MKL) in Q4 2024, closing a stake of 96 shares — an estimated $151K sold.

MOTCO first reported a position in MKL in Q1 2024 and held it in 3 quarters. The position peaked at $186K in Q2 2024. 830 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

MOTCO reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
MOTCO sold 96 Markel Group shares in Q4 2024, an estimated $151K.
MOTCO first reported a position in Markel Group in Q1 2024 and held it in 3 quarters.
MOTCO's Markel Group position peaked at $186K in Q2 2024.
830 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on MOTCO's 13F filing for Q4 2024, filed 5 Feb 2025.