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OPSEU Pension Plan Trust Fund’s Markel Group MKL Stock Holding History

OPSEU Pension Plan Trust Fund’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
2022
Q4 		– Sell
-1,071
Closed -$1.19M – 175
2022
Q3 		$1.19M Sell
1,071
-1
-0.1% -$1.22K 0.31% 124
2022
Q2 		$1.37M Buy
1,072
+80
+8% +$110K 0.35% 113
2022
Q1 		$1.47M Buy
992
+27
+3% +$34.9K 0.35% 119
2021
Q4 		$1.2M Buy
965
+7
+0.7% +$8.83K 0.27% 160
2021
Q3 		$1.14M Sell
958
-38
-4% -$46.9K 0.29% 157
2021
Q2 		$1.21M Sell
996
-211
-17% -$253K 0.31% 148
2021
Q1 		$1.39M Buy
1,207
+38
+3% +$41K 0.36% 121
2020
Q4 		$1.2M Buy
1,169
+228
+24% +$227K 0.34% 126
2020
Q3 		$911K Sell
941
-1
-0.1% -$1.02K 0.28% 149
2020
Q2 		$854K Sell
942
-233
-20% -$212K 0.29% 153
2020
Q1 		$1.05M Buy
+1,175
New +$1.34M 0.41% 85

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

OPSEU Pension Plan Trust Fund's MKL Position: Q4 2022 in Review

OPSEU Pension Plan Trust Fund sold out of Markel Group (MKL) in Q4 2022, closing a stake of 1,071 shares — an estimated $1.19M sold.

OPSEU Pension Plan Trust Fund first reported a position in MKL in Q1 2020 and held it in 11 quarters. The position peaked at $1.47M in Q1 2022. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

  • OPSEU Pension Plan Trust Fund reported no remaining Markel Group position as of Q4 2022 after selling out during the quarter.
  • OPSEU Pension Plan Trust Fund sold 1,071 Markel Group shares in Q4 2022, an estimated $1.19M.
  • OPSEU Pension Plan Trust Fund first reported a position in Markel Group in Q1 2020 and held it in 11 quarters.
  • OPSEU Pension Plan Trust Fund's Markel Group position peaked at $1.47M in Q1 2022.
  • 674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on OPSEU Pension Plan Trust Fund's 13F filing for Q4 2022, filed 9 Feb 2023.