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Ontario Teachers' Pension Plan Board’s Markel Group MKL Stock Holding History

Ontario Teachers' Pension Plan Board’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
Q1 		– Sell
-266
Closed -$378K – 524
2023
Q4 		$378K Sell
266
-459
-63% -$651K ﹤0.01% 458
2023
Q3 		$1.07M Buy
+725
New +$1.06M 0.01% 344

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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
State Street
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's MKL Position: Q1 2024 in Review

Ontario Teachers' Pension Plan Board sold out of Markel Group (MKL) in Q1 2024, closing a stake of 266 shares — an estimated $378K sold.

Ontario Teachers' Pension Plan Board first reported a position in MKL in Q3 2023 and held it in 2 quarters. The position peaked at $1.07M in Q3 2023. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Ontario Teachers' Pension Plan Board reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 266 Markel Group shares in Q1 2024, an estimated $378K.
  • Ontario Teachers' Pension Plan Board first reported a position in Markel Group in Q3 2023 and held it in 2 quarters.
  • Ontario Teachers' Pension Plan Board's Markel Group position peaked at $1.07M in Q3 2023.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q1 2024, filed 10 May 2024.