Rheos Capital Works’s Markel Group MKL Stock Holding History

Rheos Capital Works’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	-7,500	Closed	-$11.8M	–	105
2024 Q3	$11.8M	Hold	7,500	–	–	0.61%	52
2024 Q2	$11.8M	Hold	7,500	–	–	0.62%	53
2024 Q1	$11.4M	Hold	7,500	–	–	0.55%	55
2023 Q4	$10.6M	Hold	7,500	–	–	0.59%	61
2023 Q3	$11M	Hold	7,500	–	–	0.66%	46
2023 Q2	$10.4M	Hold	7,500	–	–	0.56%	57
2023 Q1	$9.58M	Buy	+7,500	New	+$9.96M	0.53%	67

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

DSA

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

Rheos Capital Works's MKL Position: Q4 2024 in Review

Rheos Capital Works sold out of Markel Group (MKL) in Q4 2024, closing a stake of 7,500 shares — an estimated $11.8M sold.

Rheos Capital Works first reported a position in MKL in Q1 2023 and held it in 7 quarters. The position peaked at $11.8M in Q2 2024. 830 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

Rheos Capital Works reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
Rheos Capital Works sold 7,500 Markel Group shares in Q4 2024, an estimated $11.8M.
Rheos Capital Works first reported a position in Markel Group in Q1 2023 and held it in 7 quarters.
Rheos Capital Works's Markel Group position peaked at $11.8M in Q2 2024.
830 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Rheos Capital Works's 13F filing for Q4 2024, filed 24 Jan 2025.