Trek Financial’s Markel Group MKL Stock Holding History

Trek Financial’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 Q1	–	Sell	-391	Closed	-$555K	–	418
2023 Q4	$555K	Sell	391 -22	-5%	-$31.2K	0.05%	178
2023 Q3	$608K	Buy	+413	New	+$605K	0.06%	164

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Trek Financial's MKL Position: Q1 2024 in Review

Trek Financial sold out of Markel Group (MKL) in Q1 2024, closing a stake of 391 shares — an estimated $555K sold.

Trek Financial first reported a position in MKL in Q3 2023 and held it in 2 quarters. The position peaked at $608K in Q3 2023. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

Trek Financial reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
Trek Financial sold 391 Markel Group shares in Q1 2024, an estimated $555K.
Trek Financial first reported a position in Markel Group in Q3 2023 and held it in 2 quarters.
Trek Financial's Markel Group position peaked at $608K in Q3 2023.
745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Trek Financial's 13F filing for Q1 2024, filed 14 May 2024.