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SpiderRock Advisors’s Markel Group MKL Stock Holding History

SpiderRock Advisors’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
Q3 		$742K Buy
473
+315
+199% +$493K 0.01% 530
2024
Q2 		$249K Hold
158
– – 0.01% 697
2024
Q1 		$239K Buy
+158
New +$232K 0.01% 662

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SpiderRock Advisors's MKL Position: Q3 2024 in Review

SpiderRock Advisors increased its Markel Group (MKL) stake by 199% in Q3 2024, buying an estimated $493K and bringing the position to 473 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #530.

SpiderRock Advisors first reported a position in MKL in Q1 2024 and has held it in 3 quarters since. 792 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • SpiderRock Advisors held 473 shares of Markel Group worth $742K as of Q3 2024.
  • SpiderRock Advisors bought 315 Markel Group shares in Q3 2024, an estimated $493K.
  • Markel Group made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #530 holding.
  • SpiderRock Advisors first reported a position in Markel Group in Q1 2024 and has held it in 3 quarters since.
  • 792 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.