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Telemus Capital’s Markel Group MKL Stock Holding History

Telemus Capital’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
Q4 		$335K Sell
236
-1,043
-82% -$1.48M 0.03% 273
2023
Q3 		$1.88M Sell
1,279
-728
-36% -$1.07M 0.17% 108
2023
Q2 		$2.78M Sell
2,007
-544
-21% -$729K 0.23% 90
2023
Q1 		$3.26M Buy
2,551
+655
+35% +$870K 0.29% 81
2022
Q4 		$2.62M Buy
1,896
+91
+5% +$113K 0.24% 92
2022
Q3 		$1.96M Buy
1,805
+74
+4% +$90.3K 0.2% 104
2022
Q2 		$2.24M Buy
1,731
+372
+27% +$510K 0.22% 102
2022
Q1 		$2M Buy
1,359
+196
+17% +$253K 0.18% 113
2021
Q4 		$1.44M Sell
1,163
-5
-0.4% -$6.31K 0.12% 151
2021
Q3 		$1.4M Buy
1,168
+122
+12% +$150K 0.12% 145
2021
Q2 		$1.24M Buy
1,046
+114
+12% +$137K 0.09% 154
2021
Q1 		$1.09M Buy
932
+150
+19% +$162K 0.08% 180
2020
Q4 		$808K Buy
782
+18
+2% +$17.9K 0.06% 199
2020
Q3 		$742K Sell
764
-9
-1% -$9.14K 0.05% 239
2020
Q2 		$706K Buy
773
+28
+4% +$25.5K 0.06% 226
2020
Q1 		$669K Buy
745
+443
+147% +$507K 0.05% 213
2019
Q4 		$345K Sell
302
-29
-9% -$33K 0.03% 297
2019
Q3 		$391K Buy
331
+43
+15% +$48.9K 0.03% 271
2019
Q2 		$314K Buy
+288
New +$302K 0.03% 287

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Telemus Capital's MKL Position: Q4 2023 in Review

Telemus Capital reduced its Markel Group (MKL) stake by 82% in Q4 2023, selling an estimated $1.48M and leaving 236 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #273.

Telemus Capital first reported a position in MKL in Q2 2019 and has held it in 19 quarters since. The position peaked at $3.26M in Q1 2023. 732 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • Telemus Capital held 236 shares of Markel Group worth $335K as of Q4 2023.
  • Telemus Capital sold 1,043 Markel Group shares in Q4 2023, an estimated $1.48M.
  • Markel Group made up 0.03% of Telemus Capital's portfolio in Q4 2023, its #273 holding.
  • Telemus Capital first reported a position in Markel Group in Q2 2019 and has held it in 19 quarters since.
  • Telemus Capital's Markel Group position peaked at $3.26M in Q1 2023.
  • 732 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.