PAIM
MKL icon

Punch & Associates Investment Management’s Markel Group MKL Stock Holding History

Punch & Associates Investment 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
-137
Closed -$202K – 235
2023
Q3 		$202K Buy
+137
New +$201K 0.01% 202
2023
Q2 		– Sell
-137
Closed -$175K – 240
2023
Q1 		$175K Buy
+137
New +$182K 0.01% 204
2022
Q2 		– Sell
-137
Closed -$202K – 241
2022
Q1 		$202K Buy
+137
New +$177K 0.01% 208
2016
Q1 		– Sell
-145
Closed -$128K – 209
2015
Q4 		$128K Buy
+145
New +$126K 0.02% 186

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Punch & Associates Investment Management's MKL Position: Q4 2023 in Review

Punch & Associates Investment Management sold out of Markel Group (MKL) in Q4 2023, closing a stake of 137 shares — an estimated $202K sold.

Punch & Associates Investment Management first reported a position in MKL in Q4 2015 and held it in 4 quarters. The position peaked at $202K in Q1 2022. 732 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • Punch & Associates Investment Management reported no remaining Markel Group position as of Q4 2023 after selling out during the quarter.
  • Punch & Associates Investment Management sold 137 Markel Group shares in Q4 2023, an estimated $202K.
  • Punch & Associates Investment Management first reported a position in Markel Group in Q4 2015 and held it in 4 quarters.
  • Punch & Associates Investment Management's Markel Group position peaked at $202K in Q1 2022.
  • 732 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Punch & Associates Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.