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Petrus Trust Company’s Markel Group MKL Stock Holding History

Petrus Trust Company’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 		– Sell
-198
Closed -$274K – 674
2023
Q2 		$274K Buy
198
+27
+16% +$36.2K 0.03% 411
2023
Q1 		$218K Buy
+171
New +$227K 0.03% 444

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Principal Financial Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Petrus Trust Company's MKL Position: Q3 2023 in Review

Petrus Trust Company sold out of Markel Group (MKL) in Q3 2023, closing a stake of 198 shares — an estimated $274K sold.

Petrus Trust Company first reported a position in MKL in Q1 2023 and held it in 2 quarters. The position peaked at $274K in Q2 2023. 737 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • Petrus Trust Company reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
  • Petrus Trust Company sold 198 Markel Group shares in Q3 2023, an estimated $274K.
  • Petrus Trust Company first reported a position in Markel Group in Q1 2023 and held it in 2 quarters.
  • Petrus Trust Company's Markel Group position peaked at $274K in Q2 2023.
  • 737 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Petrus Trust Company's 13F filing for Q3 2023, filed 14 Nov 2023.