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Stoneridge Investment Partners’s Markel Group MKL Stock Holding History

Stoneridge Investment Partners’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
-701
Closed -$995K – 138
2023
Q4 		$995K Buy
+701
New +$995K 0.42% 61

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DSA
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Stoneridge Investment Partners's MKL Position: Q1 2024 in Review

Stoneridge Investment Partners sold out of Markel Group (MKL) in Q1 2024, closing a stake of 701 shares — an estimated $995K sold.

Stoneridge Investment Partners first reported a position in MKL in Q4 2023 and held it in 1 quarter. The position peaked at $995K in Q4 2023. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Stoneridge Investment Partners reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Stoneridge Investment Partners sold 701 Markel Group shares in Q1 2024, an estimated $995K.
  • Stoneridge Investment Partners first reported a position in Markel Group in Q4 2023 and held it in 1 quarter.
  • Stoneridge Investment Partners's Markel Group position peaked at $995K in Q4 2023.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Stoneridge Investment Partners's 13F filing for Q1 2024, filed 6 May 2024.