Oregon Public Employees Retirement Fund’s Markel Group MKL Stock Holding History

Oregon Public Employees Retirement 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
2024 Q1	–	Sell	-500	Closed	-$710K	–	1535
2023 Q4	$710K	Buy	+500	New	+$709K	0.01%	1068
2017 Q1	–	Sell	-1,989	Closed	-$1.8M	–	943
2016 Q4	$1.8M	Buy	1,989 +9	+0.5%	+$8.03K	0.04%	488
2016 Q3	$1.84M	Buy	1,980 +1,080	+120%	+$1.01M	0.04%	470
2016 Q2	$858K	Sell	900 -200	-18%	-$186K	0.02%	789
2016 Q1	$981K	Hold	1,100	–	–	0.02%	727
2015 Q4	$972K	Buy	+1,100	New	+$957K	0.02%	712

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

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

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

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

Oregon Public Employees Retirement Fund's MKL Position: Q1 2024 in Review

Oregon Public Employees Retirement Fund sold out of Markel Group (MKL) in Q1 2024, closing a stake of 500 shares — an estimated $710K sold.

Oregon Public Employees Retirement Fund first reported a position in MKL in Q4 2015 and held it in 6 quarters. The position peaked at $1.84M in Q3 2016. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

Oregon Public Employees Retirement Fund reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
Oregon Public Employees Retirement Fund sold 500 Markel Group shares in Q1 2024, an estimated $710K.
Oregon Public Employees Retirement Fund first reported a position in Markel Group in Q4 2015 and held it in 6 quarters.
Oregon Public Employees Retirement Fund's Markel Group position peaked at $1.84M in Q3 2016.
745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Oregon Public Employees Retirement Fund's 13F filing for Q1 2024, filed 3 May 2024.