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Planning Capital Management Corporation’s Markel Group MKL Stock Holding History

Planning Capital Management Corporation’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
-28
Closed -$44.1K – 866
2024
Q2 		$44.1K Hold
28
– – 0.03% 201
2024
Q1 		$42.6K Hold
28
– – 0.03% 201
2023
Q4 		$39.8K Buy
+28
New +$39.7K 0.03% 211

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Planning Capital Management Corporation's MKL Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Markel Group (MKL) in Q3 2024, closing a stake of 28 shares — an estimated $44.1K sold.

Planning Capital Management Corporation first reported a position in MKL in Q4 2023 and held it in 3 quarters. The position peaked at $44.1K in Q2 2024. 792 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 28 Markel Group shares in Q3 2024, an estimated $44.1K.
  • Planning Capital Management Corporation first reported a position in Markel Group in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Markel Group position peaked at $44.1K in Q2 2024.
  • 792 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.