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Schechter Investment Advisors’s Markel Group MKL Stock Holding History

Schechter Investment 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
2025
Q1 		$221K Sell
118
-14
-11% -$25.8K 0.02% 537
2024
Q4 		$228K Sell
132
-14
-10% -$23.2K 0.02% 548
2024
Q3 		$229K Buy
146
+4
+3% +$6.26K 0.02% 558
2024
Q2 		$224K Sell
142
-5
-3% -$7.76K 0.02% 537
2024
Q1 		$224K Buy
+147
New +$216K 0.02% 560

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

Schechter Investment Advisors's MKL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Markel Group (MKL) stake by 11% in Q1 2025, selling an estimated $25.8K and leaving 118 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #537.

Schechter Investment Advisors first reported a position in MKL in Q1 2024 and has held it in 5 quarters since. The position peaked at $229K in Q3 2024. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Schechter Investment Advisors held 118 shares of Markel Group worth $221K as of Q1 2025.
  • Schechter Investment Advisors sold 14 Markel Group shares in Q1 2025, an estimated $25.8K.
  • Markel Group made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #537 holding.
  • Schechter Investment Advisors first reported a position in Markel Group in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's Markel Group position peaked at $229K in Q3 2024.
  • 850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.