T
MKL icon

TOBAM’s Markel Group MKL Stock Holding History

TOBAM’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
-657
Closed -$1M – 361
2024
Q1 		$1M Buy
657
+614
+1,428% +$900K 0.09% 98
2023
Q4 		$61K Sell
43
-44
-51% -$62.4K 0.01% 316
2023
Q3 		$128K Sell
87
-6
-6% -$8.78K 0.01% 262
2023
Q2 		$129K Buy
93
+26
+39% +$34.9K 0.01% 280
2023
Q1 		$86K Hold
67
– – 0.01% 301
2022
Q4 		$88K Hold
67
– – 0.01% 316
2022
Q3 		$73K Hold
67
– – 0.01% 316
2022
Q2 		$87K Buy
+67
New +$91.9K 0.01% 325

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

TOBAM's MKL Position: Q2 2024 in Review

TOBAM sold out of Markel Group (MKL) in Q2 2024, closing a stake of 657 shares — an estimated $1M sold.

TOBAM first reported a position in MKL in Q2 2022 and held it in 8 quarters. The position peaked at $1M in Q1 2024. 810 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

  • TOBAM reported no remaining Markel Group position as of Q2 2024 after selling out during the quarter.
  • TOBAM sold 657 Markel Group shares in Q2 2024, an estimated $1M.
  • TOBAM first reported a position in Markel Group in Q2 2022 and held it in 8 quarters.
  • TOBAM's Markel Group position peaked at $1M in Q1 2024.
  • 810 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on TOBAM's 13F filing for Q2 2024, filed 29 Jul 2024.