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Sandy Spring Bank’s Markel Group MKL Stock Holding History

Sandy Spring Bank’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
Q3 		– Sell
-2
Closed -$3.15K – 1270
2024
Q2 		$3.15K Buy
+2
New +$3.11K ﹤0.01% 1044
2020
Q4 		– Sell
-2
Closed -$2K – 1020
2020
Q3 		$2K Buy
+2
New +$2.03K ﹤0.01% 803
2017
Q2 		– Sell
-20
Closed -$20K – 852
2017
Q1 		$20K Hold
20
– – ﹤0.01% 592
2016
Q4 		$18K Hold
20
– – ﹤0.01% 587
2016
Q3 		$19K Hold
20
– – ﹤0.01% 560
2016
Q2 		$19K Hold
20
– – ﹤0.01% 564
2016
Q1 		$18K Hold
20
– – ﹤0.01% 586
2015
Q4 		$18K Hold
20
– – ﹤0.01% 572
2015
Q3 		$16K Buy
+20
New +$16.9K ﹤0.01% 590

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sandy Spring Bank's MKL Position: Q3 2024 in Review

Sandy Spring Bank sold out of Markel Group (MKL) in Q3 2024, closing a stake of 2 shares — an estimated $3.15K sold.

Sandy Spring Bank first reported a position in MKL in Q3 2015 and held it in 9 quarters. The position peaked at $20K in Q1 2017. 792 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • Sandy Spring Bank reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 2 Markel Group shares in Q3 2024, an estimated $3.15K.
  • Sandy Spring Bank first reported a position in Markel Group in Q3 2015 and held it in 9 quarters.
  • Sandy Spring Bank's Markel Group position peaked at $20K in Q1 2017.
  • 792 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.