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Redwood Investment Management’s Markel Group MKL Stock Holding History

Redwood 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
Q4 		– Sell
-921
Closed -$1.45M – 361
2024
Q3 		$1.45M Buy
921
+36
+4% +$56.3K 0.13% 212
2024
Q2 		$1.32M Buy
+885
New +$1.37M 0.11% 215

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Redwood Investment Management's MKL Position: Q4 2024 in Review

Redwood Investment Management sold out of Markel Group (MKL) in Q4 2024, closing a stake of 921 shares — an estimated $1.45M sold.

Redwood Investment Management first reported a position in MKL in Q2 2024 and held it in 2 quarters. The position peaked at $1.45M in Q3 2024. 831 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

  • Redwood Investment Management reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
  • Redwood Investment Management sold 921 Markel Group shares in Q4 2024, an estimated $1.45M.
  • Redwood Investment Management first reported a position in Markel Group in Q2 2024 and held it in 2 quarters.
  • Redwood Investment Management's Markel Group position peaked at $1.45M in Q3 2024.
  • 831 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Redwood Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.