SC
MKL icon

Shay Capital’s Markel Group MKL Stock Holding History

Shay Capital’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
2023
Q2 		– Sell
-1,250
Closed -$1.6M – 521
2023
Q1 		$1.6M Buy
1,250
+500
+67% +$664K 0.31% 57
2022
Q4 		$988K Sell
750
-1,975
-72% -$2.44M 0.31% 67
2022
Q3 		$2.95M Sell
2,725
-3,525
-56% -$4.3M 0.64% 26
2022
Q2 		$8.08M Buy
6,250
+4,250
+213% +$5.83M 1.62% 10
2022
Q1 		$2.95M Sell
2,000
-5,985
-75% -$7.73M 0.38% 33
2021
Q4 		$9.85M Buy
7,985
+280
+4% +$353K 1.63% 11
2021
Q3 		$9.21M Buy
7,705
+250
+3% +$308K 1.19% 16
2021
Q2 		$8.85M Buy
7,455
+3,455
+86% +$4.14M 1.02% 14
2021
Q1 		$4.56M Buy
4,000
+2,875
+256% +$3.1M 0.46% 45
2020
Q4 		$1.16M Buy
+1,125
New +$1.12M 0.25% 85

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Shay Capital's MKL Position: Q2 2023 in Review

Shay Capital sold out of Markel Group (MKL) in Q2 2023, closing a stake of 1,250 shares — an estimated $1.6M sold.

Shay Capital first reported a position in MKL in Q4 2020 and held it in 10 quarters. The position peaked at $9.85M in Q4 2021. 699 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

  • Shay Capital reported no remaining Markel Group position as of Q2 2023 after selling out during the quarter.
  • Shay Capital sold 1,250 Markel Group shares in Q2 2023, an estimated $1.6M.
  • Shay Capital first reported a position in Markel Group in Q4 2020 and held it in 10 quarters.
  • Shay Capital's Markel Group position peaked at $9.85M in Q4 2021.
  • 699 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on Shay Capital's 13F filing for Q2 2023, filed 14 Aug 2023.