TC
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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

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BlackRock
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Principal Financial Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
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Baillie Gifford & Co
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return