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Susquehanna Fundamental Investments’s Markel Group MKL Stock Holding History

Susquehanna Fundamental Investments’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 		– Sell
-699
Closed -$967K – 504
2023
Q2 		$967K Hold
699
– – 0.04% 339
2023
Q1 		$893K Sell
699
-1,649
-70% -$2.19M 0.02% 546
2022
Q4 		$3.09M Sell
2,348
-5,291
-69% -$6.55M 0.05% 381
2022
Q3 		$8.28M Buy
+7,639
New +$9.32M 0.14% 210
2022
Q1 		$11.4M Buy
7,717
+5,387
+231% +$6.96M 0.22% 106
2021
Q4 		$2.88M Buy
+2,330
New +$2.94M 0.08% 323

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

Susquehanna Fundamental Investments's MKL Position: Q3 2023 in Review

Susquehanna Fundamental Investments sold out of Markel Group (MKL) in Q3 2023, closing a stake of 699 shares — an estimated $967K sold.

Susquehanna Fundamental Investments first reported a position in MKL in Q4 2021 and held it in 6 quarters. The position peaked at $11.4M in Q1 2022. 738 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • Susquehanna Fundamental Investments reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 699 Markel Group shares in Q3 2023, an estimated $967K.
  • Susquehanna Fundamental Investments first reported a position in Markel Group in Q4 2021 and held it in 6 quarters.
  • Susquehanna Fundamental Investments's Markel Group position peaked at $11.4M in Q1 2022.
  • 738 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2023, filed 14 Nov 2023.