Old Mission Capital’s Markel Group MKL Stock Holding History

Old Mission Capital’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	-1,921	Closed	-$3.32M	–	1128
2024 Q4	$3.32M	Buy	+1,921	New	+$3.19M	0.05%	146
2023 Q4	–	Sell	-568	Closed	-$836K	–	1535
2023 Q3	$836K	Buy	+568	New	+$831K	0.02%	527
2021 Q4	–	Sell	-2,470	Closed	-$2.95M	–	1171
2021 Q3	$2.95M	Sell	2,470 -2,252	-48%	-$2.78M	0.12%	157
2021 Q2	$5.6M	Buy	+4,722	New	+$5.66M	0.19%	101

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

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

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

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

Old Mission Capital's MKL Position: Q1 2025 in Review

Old Mission Capital sold out of Markel Group (MKL) in Q1 2025, closing a stake of 1,921 shares — an estimated $3.32M sold.

Old Mission Capital first reported a position in MKL in Q2 2021 and held it in 4 quarters. The position peaked at $5.6M in Q2 2021. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

Old Mission Capital reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
Old Mission Capital sold 1,921 Markel Group shares in Q1 2025, an estimated $3.32M.
Old Mission Capital first reported a position in Markel Group in Q2 2021 and held it in 4 quarters.
Old Mission Capital's Markel Group position peaked at $5.6M in Q2 2021.
850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.