SW
MKL icon

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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return