Polen Capital Management
MKL icon

Polen Capital Management’s Markel Group MKL Stock Holding History

Polen Capital Management’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
Q4 		– Sell
-500
Closed -$736K – 112
2023
Q3 		$736K Buy
500
+57
+13% +$83.4K ﹤0.01% 96
2023
Q2 		$613K Buy
+443
New +$594K ﹤0.01% 95

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State Street
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DSA
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Baillie Gifford & Co
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Wellington Management Group
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DC
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management's MKL Position: Q4 2023 in Review

Polen Capital Management sold out of Markel Group (MKL) in Q4 2023, closing a stake of 500 shares — an estimated $736K sold.

Polen Capital Management first reported a position in MKL in Q2 2023 and held it in 2 quarters. The position peaked at $736K in Q3 2023. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • Polen Capital Management reported no remaining Markel Group position as of Q4 2023 after selling out during the quarter.
  • Polen Capital Management sold 500 Markel Group shares in Q4 2023, an estimated $736K.
  • Polen Capital Management first reported a position in Markel Group in Q2 2023 and held it in 2 quarters.
  • Polen Capital Management's Markel Group position peaked at $736K in Q3 2023.
  • 731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Polen Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.