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Smith Group Asset Management’s Markel Group MKL Stock Holding History

Smith Group Asset Management’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
Q1 		– Sell
-6,900
Closed -$9.8M – 195
2023
Q4 		$9.8M Buy
+6,900
New +$9.79M 0.57% 61
2016
Q2 		– Sell
-46,480
Closed -$41.4M – 504
2016
Q1 		$41.4M Buy
46,480
+890
+2% +$765K 1.24% 30
2015
Q4 		$40.3M Buy
45,590
+12,830
+39% +$11.2M 1.19% 31
2015
Q3 		$26.3M Sell
32,760
-2,100
-6% -$1.78M 1% 35
2015
Q2 		$27.9M Buy
+34,860
New +$27.1M 0.94% 40

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 $1.66T AUM 25.57% 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 $21.8B AUM 23.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Smith Group Asset Management's MKL Position: Q1 2024 in Review

Smith Group Asset Management sold out of Markel Group (MKL) in Q1 2024, closing a stake of 6,900 shares — an estimated $9.8M sold.

Smith Group Asset Management first reported a position in MKL in Q2 2015 and held it in 5 quarters. The position peaked at $41.4M in Q1 2016. 746 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Smith Group Asset Management reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Smith Group Asset Management sold 6,900 Markel Group shares in Q1 2024, an estimated $9.8M.
  • Smith Group Asset Management first reported a position in Markel Group in Q2 2015 and held it in 5 quarters.
  • Smith Group Asset Management's Markel Group position peaked at $41.4M in Q1 2016.
  • 746 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Smith Group Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.