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Sonen Capital’s Markel Group MKL Stock Holding History

Sonen 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
Q4 		– Sell
-212
Closed -$312K – 75
2023
Q3 		$312K Hold
212
– – 0.61% 61
2023
Q2 		$293K Hold
212
– – 0.49% 65
2023
Q1 		$271K Sell
212
-107
-34% -$142K 0.46% 71
2022
Q4 		$420K Buy
319
+24
+8% +$29.7K 0.69% 64
2022
Q3 		$320K Buy
+295
New +$360K 0.52% 84

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

Sonen Capital's MKL Position: Q4 2023 in Review

Sonen Capital sold out of Markel Group (MKL) in Q4 2023, closing a stake of 212 shares — an estimated $312K sold.

Sonen Capital first reported a position in MKL in Q3 2022 and held it in 5 quarters. The position peaked at $420K in Q4 2022. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • Sonen Capital reported no remaining Markel Group position as of Q4 2023 after selling out during the quarter.
  • Sonen Capital sold 212 Markel Group shares in Q4 2023, an estimated $312K.
  • Sonen Capital first reported a position in Markel Group in Q3 2022 and held it in 5 quarters.
  • Sonen Capital's Markel Group position peaked at $420K in Q4 2022.
  • 731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Sonen Capital's 13F filing for Q4 2023, filed 2 Feb 2024.