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Rational Advisors’s Markel Group MKL Stock Holding History

Rational Advisors’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
-37
Closed -$51.2K – 296
2023
Q2 		$51.2K Sell
37
-1
-3% -$1.34K ﹤0.01% 161
2023
Q1 		$48.5K Buy
38
+1
+3% +$1.33K ﹤0.01% 157
2022
Q4 		$48.7K Buy
37
+1
+3% +$1.24K ﹤0.01% 129
2022
Q3 		$39K Buy
36
+2
+6% +$2.44K ﹤0.01% 131
2022
Q2 		$44K Buy
34
+5
+17% +$6.86K ﹤0.01% 126
2022
Q1 		$43K Buy
+29
New +$37.5K ﹤0.01% 138
2020
Q1 		– Sell
-566
Closed -$647K – 386
2019
Q4 		$647K Buy
566
+70
+14% +$79.7K 0.3% 96
2019
Q3 		$587K Buy
496
+180
+57% +$205K 0.23% 124
2019
Q2 		$344K Buy
+316
New +$331K 0.12% 166
2019
Q1 		– Sell
-245
Closed -$254K – 552
2018
Q4 		$254K Sell
245
-1,797
-88% -$1.97M 0.08% 163
2018
Q3 		$2.43M Buy
2,042
+282
+16% +$332K 0.58% 44
2018
Q2 		$1.91M Buy
1,760
+629
+56% +$710K 0.9% 32
2018
Q1 		$1.32M Buy
+1,131
New +$1.27M 0.62% 48

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rational Advisors's MKL Position: Q3 2023 in Review

Rational Advisors sold out of Markel Group (MKL) in Q3 2023, closing a stake of 37 shares — an estimated $51.2K sold.

Rational Advisors first reported a position in MKL in Q1 2018 and held it in 13 quarters. The position peaked at $2.43M in Q3 2018. 737 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • Rational Advisors reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
  • Rational Advisors sold 37 Markel Group shares in Q3 2023, an estimated $51.2K.
  • Rational Advisors first reported a position in Markel Group in Q1 2018 and held it in 13 quarters.
  • Rational Advisors's Markel Group position peaked at $2.43M in Q3 2018.
  • 737 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Rational Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.