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Stonnington Group’s Markel Group MKL Stock Holding History

Stonnington 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
Q1 		$282K Hold
210
– – 0.07% 197
2022
Q4 		$288K Buy
210
+30
+17% +$37.1K 0.08% 167
2022
Q3 		$209K Sell
180
-100
-36% -$122K 0.06% 192
2022
Q2 		$365K Sell
280
-180
-39% -$247K 0.1% 169
2022
Q1 		$680K Sell
460
-165
-26% -$213K 0.16% 129
2021
Q4 		$784K Buy
625
+275
+79% +$347K 0.17% 125
2021
Q3 		$443K Sell
350
-135
-28% -$166K 0.1% 178
2021
Q2 		$587K Sell
485
-840
-63% -$1.01M 0.13% 158
2021
Q1 		$1.56M Buy
+1,325
New +$1.43M 0.38% 74

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Stonnington Group's MKL Position: Q1 2023 in Review

Stonnington Group held its Markel Group (MKL) position steady in Q1 2023 at 210 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #197.

Stonnington Group first reported a position in MKL in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.56M in Q1 2021. 674 funds tracked by Wall St. Rank hold MKL as of Q1 2023.

  • Stonnington Group held 210 shares of Markel Group worth $282K as of Q1 2023.
  • Stonnington Group left its Markel Group share count unchanged in Q1 2023.
  • Markel Group made up 0.07% of Stonnington Group's portfolio in Q1 2023, its #197 holding.
  • Stonnington Group first reported a position in Markel Group in Q1 2021 and has held it in 9 quarters since.
  • Stonnington Group's Markel Group position peaked at $1.56M in Q1 2021.
  • 674 funds tracked by Wall St. Rank held Markel Group as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.