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Steward Financial Group’s Markel Group MKL Stock Holding History

Steward Financial 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
2023
Q3 		$8K Buy
+6
New +$8.78K ﹤0.01% 455
2022
Q3 		– Sell
-4
Closed -$5K – 826
2022
Q2 		$5K Buy
+4
New +$5.49K ﹤0.01% 339

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's MKL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Markel Group (MKL) in Q3 2023: 6 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MKL as recently as Q2 2022.

Steward Financial Group first reported a position in MKL in Q2 2022 and has held it in 2 quarters since. 737 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • Steward Financial Group held 6 shares of Markel Group worth $8K as of Q3 2023.
  • Markel Group was a new Steward Financial Group position in Q3 2023.
  • Markel Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #455 holding.
  • Steward Financial Group first reported a position in Markel Group in Q2 2022 and has held it in 2 quarters since.
  • 737 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.