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Pathstone Family Office’s Markel Group MKL Stock Holding History

Pathstone Family Office’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
Q3 		$3.09M Buy
2,096
+235
+13% +$344K 0.02% 380
2023
Q2 		$2.57M Buy
1,861
+365
+24% +$489K 0.04% 272
2023
Q1 		$1.91M Sell
1,496
-21
-1% -$27.9K 0.03% 293
2022
Q4 		$1.98M Buy
1,517
+44
+3% +$54.4K 0.04% 295
2022
Q3 		$1.6M Buy
+1,473
New +$1.8M 0.03% 287
2019
Q2 		– Sell
-12
Closed -$12K – 791
2019
Q1 		$12K Buy
+12
New +$12.2K ﹤0.01% 492
2013
Q3 		– Sell
-100
Closed -$53K – 385
2013
Q2 		$53K Buy
+100
New +$52.4K 0.06% 100

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Family Office's MKL Position: Q3 2023 in Review

Pathstone Family Office increased its Markel Group (MKL) stake by 13% in Q3 2023, buying an estimated $344K and bringing the position to 2,096 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #380.

Pathstone Family Office first reported a position in MKL in Q2 2013 and has held it in 7 quarters since. 738 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • Pathstone Family Office held 2,096 shares of Markel Group worth $3.09M as of Q3 2023.
  • Pathstone Family Office bought 235 Markel Group shares in Q3 2023, an estimated $344K.
  • Markel Group made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #380 holding.
  • Pathstone Family Office first reported a position in Markel Group in Q2 2013 and has held it in 7 quarters since.
  • 738 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.