Spotlight Asset Group’s Markel Group MKL Stock Holding History

Spotlight Asset Group’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 Q2	$7.88K	Hold	5	–	–	0.01%	196
2024 Q1	$7.61K	Buy	+5	New	+$7.33K	0.01%	201

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Spotlight Asset Group's MKL Position: Q2 2024 in Review

Spotlight Asset Group held its Markel Group (MKL) position steady in Q2 2024 at 5 shares worth $7.88K. The position accounts for 0.01% of the portfolio, ranked #196.

Spotlight Asset Group first reported a position in MKL in Q1 2024 and has held it in 2 quarters since. 811 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

Spotlight Asset Group held 5 shares of Markel Group worth $7.88K as of Q2 2024.
Spotlight Asset Group left its Markel Group share count unchanged in Q2 2024.
Markel Group made up 0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #196 holding.
Spotlight Asset Group first reported a position in Markel Group in Q1 2024 and has held it in 2 quarters since.
811 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.