OLIO Financial Planning’s Markel Group MKL Stock Holding History

OLIO Financial Planning’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
2023 Q4	–	Sell	-187	Closed	-$275K	–	56
2023 Q3	$275K	Buy	+187	New	+$274K	0.13%	44

Other funds holding MKL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

OLIO Financial Planning's MKL Position: Q4 2023 in Review

OLIO Financial Planning sold out of Markel Group (MKL) in Q4 2023, closing a stake of 187 shares — an estimated $275K sold.

OLIO Financial Planning first reported a position in MKL in Q3 2023 and held it in 1 quarter. The position peaked at $275K in Q3 2023. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

OLIO Financial Planning reported no remaining Markel Group position as of Q4 2023 after selling out during the quarter.
OLIO Financial Planning sold 187 Markel Group shares in Q4 2023, an estimated $275K.
OLIO Financial Planning first reported a position in Markel Group in Q3 2023 and held it in 1 quarter.
OLIO Financial Planning's Markel Group position peaked at $275K in Q3 2023.
731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on OLIO Financial Planning's 13F filing for Q4 2023, filed 10 Jan 2024.