Pzena Investment Management
MKL icon

Pzena Investment Management’s Markel Group MKL Stock Holding History

Pzena 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
2024
Q1 		– Sell
-227
Closed -$322K – 166
2023
Q4 		$322K Buy
227
+74
+48% +$105K ﹤0.01% 157
2023
Q3 		$225K Hold
153
– – ﹤0.01% 159
2023
Q2 		$212K Buy
+153
New +$205K ﹤0.01% 157
2023
Q1 		– Sell
-225
Closed -$296K – 177
2022
Q4 		$296K Buy
+225
New +$278K ﹤0.01% 166

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Pzena Investment Management's MKL Position: Q1 2024 in Review

Pzena Investment Management sold out of Markel Group (MKL) in Q1 2024, closing a stake of 227 shares — an estimated $322K sold.

Pzena Investment Management first reported a position in MKL in Q4 2022 and held it in 4 quarters. The position peaked at $322K in Q4 2023. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Pzena Investment Management reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Pzena Investment Management sold 227 Markel Group shares in Q1 2024, an estimated $322K.
  • Pzena Investment Management first reported a position in Markel Group in Q4 2022 and held it in 4 quarters.
  • Pzena Investment Management's Markel Group position peaked at $322K in Q4 2023.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Pzena Investment Management's 13F filing for Q1 2024, filed 3 May 2024.