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 -1,538	-51%	-$2.04M	0.03%	293
2022 Q4	$3.98M	Buy	3,034 +74	+3%	+$91.5K	0.03%	324
2022 Q3	$3.21M	Buy	+2,960	New	+$3.61M	0.03%	313
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 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. The position peaked at $3.98M in Q4 2022. 737 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.
Pathstone Family Office's Markel Group position peaked at $3.98M in Q4 2022.
737 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.