Point72 Hong Kong’s Markel Group MKL Stock Holding History

Point72 Hong Kong’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	-264	Closed	-$416K	–	578
2024 Q2	$416K	Buy	+264	New	+$410K	0.03%	257
2022 Q4	–	Sell	-2,771	Closed	-$3M	–	1056
2022 Q3	$3M	Buy	+2,771	New	+$3.38M	0.11%	238
2022 Q1	–	Sell	-176	Closed	-$217K	–	2146
2021 Q4	$217K	Sell	176 -334	-65%	-$421K	0.01%	999
2021 Q3	$610K	Buy	+510	New	+$629K	0.02%	881
2021 Q2	–	Sell	-592	Closed	-$675K	–	2191
2021 Q1	$675K	Buy	+592	New	+$639K	0.02%	778
2020 Q4	–	Sell	-1,016	Closed	-$989K	–	1927
2020 Q3	$989K	Buy	+1,016	New	+$1.03M	0.11%	202
2020 Q1	–	Sell	-184	Closed	-$210K	–	1194
2019 Q4	$210K	Sell	184 -64	-26%	-$72.9K	0.05%	324
2019 Q3	$293K	Buy	248 +153	+161%	+$174K	0.08%	197
2019 Q2	$104K	Sell	95 -293	-76%	-$307K	0.03%	484
2019 Q1	$387K	Buy	+388	New	+$394K	0.15%	61
2016 Q3	–	Sell	-100	Closed	-$95K	–	815
2016 Q2	$95K	Buy	+100	New	+$93.1K	0.11%	181
2015 Q1	–	Sell	-41	Closed	-$28K	–	405
2014 Q4	$28K	Buy	+41	New	+$27.8K	0.03%	429

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

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

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

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 $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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