Paradigm Asset Management’s Markel Group MKL Stock Holding History

Paradigm 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
2023 Q2	–	Sell	-1,200	Closed	-$1.53M	–	558
2023 Q1	$1.53M	Hold	1,200	–	–	0.42%	69
2022 Q4	$1.58M	Buy	1,200 +1,000	+500%	+$1.24M	0.44%	46
2022 Q3	$217K	Hold	200	–	–	0.07%	276
2022 Q2	$259K	Buy	+200	New	+$274K	0.08%	274
2018 Q4	–	Sell	-50	Closed	-$59.4K	–	413
2018 Q3	$59.4K	Buy	+50	New	+$58.8K	0.02%	364
2016 Q1	–	Sell	-800	Closed	-$707K	–	809
2015 Q4	$707K	Buy	+800	New	+$696K	0.12%	162

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Paradigm Asset Management's MKL Position: Q2 2023 in Review

Paradigm Asset Management sold out of Markel Group (MKL) in Q2 2023, closing a stake of 1,200 shares — an estimated $1.53M sold.

Paradigm Asset Management first reported a position in MKL in Q4 2015 and held it in 6 quarters. The position peaked at $1.58M in Q4 2022. 699 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

Paradigm Asset Management reported no remaining Markel Group position as of Q2 2023 after selling out during the quarter.
Paradigm Asset Management sold 1,200 Markel Group shares in Q2 2023, an estimated $1.53M.
Paradigm Asset Management first reported a position in Markel Group in Q4 2015 and held it in 6 quarters.
Paradigm Asset Management's Markel Group position peaked at $1.58M in Q4 2022.
699 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on Paradigm Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.