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SVB Wealth’s Markel Group MKL Stock Holding History

SVB Wealth’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 		– Sell
-159
Closed -$242K – 794
2024
Q1 		$242K Sell
159
-10
-6% -$14.7K 0.01% 698
2023
Q4 		$240K Buy
169
+31
+22% +$44K 0.01% 705
2023
Q3 		$203K Buy
+138
New +$202K ﹤0.01% 741
2022
Q4 		– Sell
-1,345
Closed -$1.46M – 1075
2022
Q3 		$1.46M Buy
+1,345
New +$1.64M 0.02% 302
2015
Q3 		– Sell
-16,508
Closed -$13.2M – 569
2015
Q2 		$13.2M Hold
16,508
– – 0.44% 69
2015
Q1 		$12.7M Hold
16,508
– – 0.41% 73
2014
Q4 		$11.3M Buy
+16,508
New +$11.2M 0.36% 82

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SVB Wealth's MKL Position: Q2 2024 in Review

SVB Wealth sold out of Markel Group (MKL) in Q2 2024, closing a stake of 159 shares — an estimated $242K sold.

SVB Wealth first reported a position in MKL in Q4 2014 and held it in 7 quarters. The position peaked at $13.2M in Q2 2015. 811 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

  • SVB Wealth reported no remaining Markel Group position as of Q2 2024 after selling out during the quarter.
  • SVB Wealth sold 159 Markel Group shares in Q2 2024, an estimated $242K.
  • SVB Wealth first reported a position in Markel Group in Q4 2014 and held it in 7 quarters.
  • SVB Wealth's Markel Group position peaked at $13.2M in Q2 2015.
  • 811 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on SVB Wealth's 13F filing for Q2 2024, filed 6 Aug 2024.