Seeyond’s Markel Group MKL Stock Holding History

Seeyond’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
2022 Q4	$478K	Buy	363 +210	+137%	+$260K	0.05%	415
2022 Q3	$165K	Sell	153 -6	-4%	-$7.32K	0.02%	546
2022 Q2	$205K	Sell	159 -3	-2%	-$4.12K	0.02%	535
2022 Q1	$238K	Sell	162 -3	-2%	-$3.88K	0.02%	535
2021 Q4	$203K	Hold	165	–	–	0.02%	561
2021 Q3	$197K	Sell	165 -1	-0.6%	-$1.23K	0.02%	549
2021 Q2	$196K	Hold	166	–	–	0.02%	542
2021 Q1	$189K	Hold	166	–	–	0.02%	554
2020 Q4	$171K	Sell	166 -1	-0.6%	-$997	0.02%	565
2020 Q3	$163K	Buy	167 +3	+2%	+$3.05K	0.02%	540
2020 Q2	$151K	Sell	164 -783	-83%	-$712K	0.02%	550
2020 Q1	$325K	Sell	947 -8	-0.8%	-$9.15K	0.05%	440
2019 Q4	$1.09M	Hold	955	–	–	0.11%	311
2019 Q3	$1.13M	Sell	955 -453	-32%	-$515K	0.12%	295
2019 Q2	$1.53M	Sell	1,408 -439	-24%	-$460K	0.16%	215
2019 Q1	$1.84M	Sell	1,847 -2,450	-57%	-$2.49M	0.18%	194
2018 Q4	$4.46M	Buy	+4,297	New	+$4.7M	0.62%	24

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

DSA

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

Seeyond's MKL Position: Q4 2022 in Review

Seeyond increased its Markel Group (MKL) stake by 137% in Q4 2022, buying an estimated $260K and bringing the position to 363 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #415.

Seeyond first reported a position in MKL in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.46M in Q4 2018. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

Seeyond held 363 shares of Markel Group worth $478K as of Q4 2022.
Seeyond bought 210 Markel Group shares in Q4 2022, an estimated $260K.
Markel Group made up 0.05% of Seeyond's portfolio in Q4 2022, its #415 holding.
Seeyond first reported a position in Markel Group in Q4 2018 and has held it in 17 quarters since.
Seeyond's Markel Group position peaked at $4.46M in Q4 2018.
674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.