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Oxford Asset Management’s Markel Group MKL Stock Holding History

Oxford Asset Management’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
Q3 		– Sell
-297
Closed -$468K – 395
2024
Q2 		$468K Buy
+297
New +$461K 0.46% 58
2020
Q1 		– Sell
-860
Closed -$983K – 846
2019
Q4 		$983K Sell
860
-7,462
-90% -$8.5M 0.03% 868
2019
Q3 		$9.84M Buy
+8,322
New +$9.46M 0.24% 91
2019
Q1 		– Sell
-1,439
Closed -$1.49M – 1852
2018
Q4 		$1.49M Sell
1,439
-21
-1% -$23K 0.04% 639
2018
Q3 		$1.74M Buy
1,460
+253
+21% +$298K 0.04% 745
2018
Q2 		$1.31M Sell
1,207
-468
-28% -$529K 0.03% 895
2018
Q1 		$1.96M Buy
+1,675
New +$1.89M 0.04% 592
2013
Q4 		– Sell
-3,917
Closed -$2.03M – 756
2013
Q3 		$2.03M Buy
+3,917
New +$2.06M 0.05% 454

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Oxford Asset Management's MKL Position: Q3 2024 in Review

Oxford Asset Management sold out of Markel Group (MKL) in Q3 2024, closing a stake of 297 shares — an estimated $468K sold.

Oxford Asset Management first reported a position in MKL in Q3 2013 and held it in 8 quarters. The position peaked at $9.84M in Q3 2019. 792 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • Oxford Asset Management reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
  • Oxford Asset Management sold 297 Markel Group shares in Q3 2024, an estimated $468K.
  • Oxford Asset Management first reported a position in Markel Group in Q3 2013 and held it in 8 quarters.
  • Oxford Asset Management's Markel Group position peaked at $9.84M in Q3 2019.
  • 792 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Oxford Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.