Quantamental Technologies’s Markel Group MKL Stock Holding History

Quantamental Technologies’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 Q3	–	Sell	-443	Closed	-$613K	–	476
2023 Q2	$613K	Buy	+443	New	+$594K	0.26%	125
2022 Q4	–	Sell	-826	Closed	-$896K	–	582
2022 Q3	$896K	Buy	+826	New	+$1.01M	0.35%	84
2022 Q1	–	Sell	-505	Closed	-$623K	–	491
2021 Q4	$623K	Buy	+505	New	+$637K	0.32%	109
2020 Q4	–	Sell	-586	Closed	-$571K	–	204
2020 Q3	$571K	Buy	+586	New	+$595K	0.42%	69
2020 Q1	–	Sell	-756	Closed	-$864K	–	288
2019 Q4	$864K	Buy	+756	New	+$861K	0.44%	50
2019 Q3	–	Sell	-155	Closed	-$169K	–	1706
2019 Q2	$169K	Buy	155 +110	+244%	+$115K	0.06%	499
2019 Q1	$45K	Sell	45 -215	-83%	-$218K	0.02%	903
2018 Q4	$270K	Buy	+260	New	+$284K	0.16%	187

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Quantamental Technologies's MKL Position: Q3 2023 in Review

Quantamental Technologies sold out of Markel Group (MKL) in Q3 2023, closing a stake of 443 shares — an estimated $613K sold.

Quantamental Technologies first reported a position in MKL in Q4 2018 and held it in 8 quarters. The position peaked at $896K in Q3 2022. 738 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

Quantamental Technologies reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
Quantamental Technologies sold 443 Markel Group shares in Q3 2023, an estimated $613K.
Quantamental Technologies first reported a position in Markel Group in Q4 2018 and held it in 8 quarters.
Quantamental Technologies's Markel Group position peaked at $896K in Q3 2022.
738 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.