Symmetry Partners’s Markel Group MKL Stock Holding History

Symmetry 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 Q3	–	Sell	-176	Closed	-$277K	–	343
2024 Q2	$277K	Sell	176 -37	-17%	-$57.5K	0.01%	427
2024 Q1	$324K	Hold	213	–	–	0.03%	400
2023 Q4	$301K	Hold	213	–	–	0.02%	397
2023 Q3	$314K	Sell	213 -37	-15%	-$54.2K	0.02%	421
2023 Q2	$346K	Hold	250	–	–	0.02%	432
2023 Q1	$319K	Hold	250	–	–	0.02%	437
2022 Q4	$329K	Hold	250	–	–	0.02%	444
2022 Q3	$271K	Hold	250	–	–	0.02%	472
2022 Q2	$323K	Hold	250	–	–	0.02%	442
2022 Q1	$369K	Hold	250	–	–	0.02%	458
2021 Q4	$309K	Hold	250	–	–	0.02%	523
2021 Q3	$307K	Hold	250	–	–	0.02%	546
2021 Q2	$297K	Hold	250	–	–	0.02%	571
2021 Q1	$285K	Hold	250	–	–	0.02%	567
2020 Q4	$258K	Hold	250	–	–	0.02%	549
2020 Q3	$243K	Buy	+250	New	+$254K	0.02%	535

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Symmetry Partners's MKL Position: Q3 2024 in Review

Symmetry Partners sold out of Markel Group (MKL) in Q3 2024, closing a stake of 176 shares — an estimated $277K sold.

Symmetry Partners first reported a position in MKL in Q3 2020 and held it in 16 quarters. The position peaked at $369K in Q1 2022. 791 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

Symmetry Partners reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 176 Markel Group shares in Q3 2024, an estimated $277K.
Symmetry Partners first reported a position in Markel Group in Q3 2020 and held it in 16 quarters.
Symmetry Partners's Markel Group position peaked at $369K in Q1 2022.
791 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.