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Simplicity Solutions’s Markel Group MKL Stock Holding History

Simplicity Solutions’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
Q4 		$261K Buy
184
+22
+14% +$31.2K 0.01% 878
2023
Q3 		$239K Sell
162
-67
-29% -$98.1K 0.01% 839
2023
Q2 		$317K Buy
229
+31
+16% +$41.6K 0.01% 807
2023
Q1 		$253K Buy
+198
New +$263K 0.01% 916

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's MKL Position: Q4 2023 in Review

Simplicity Solutions increased its Markel Group (MKL) stake by 14% in Q4 2023, buying an estimated $31.2K and bringing the position to 184 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #878.

Simplicity Solutions first reported a position in MKL in Q1 2023 and has held it in 4 quarters since. The position peaked at $317K in Q2 2023. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • Simplicity Solutions held 184 shares of Markel Group worth $261K as of Q4 2023.
  • Simplicity Solutions bought 22 Markel Group shares in Q4 2023, an estimated $31.2K.
  • Markel Group made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #878 holding.
  • Simplicity Solutions first reported a position in Markel Group in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's Markel Group position peaked at $317K in Q2 2023.
  • 731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.