VEA
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Virtus ETF Advisers’s Markel Group MKL Stock Holding History

Virtus ETF Advisers’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
Q4 		– Sell
-548
Closed -$860K – 491
2024
Q3 		$860K Sell
548
-24
-4% -$37.6K 0.4% 125
2024
Q2 		$901K Buy
+572
New +$888K 0.44% 69
2022
Q3 		– Sell
-506
Closed -$654K – 463
2022
Q2 		$654K Buy
+506
New +$694K 0.24% 156

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Virtus ETF Advisers's MKL Position: Q4 2024 in Review

Virtus ETF Advisers sold out of Markel Group (MKL) in Q4 2024, closing a stake of 548 shares — an estimated $860K sold.

Virtus ETF Advisers first reported a position in MKL in Q2 2022 and held it in 3 quarters. The position peaked at $901K in Q2 2024. 830 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

  • Virtus ETF Advisers reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
  • Virtus ETF Advisers sold 548 Markel Group shares in Q4 2024, an estimated $860K.
  • Virtus ETF Advisers first reported a position in Markel Group in Q2 2022 and held it in 3 quarters.
  • Virtus ETF Advisers's Markel Group position peaked at $901K in Q2 2024.
  • 830 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Virtus ETF Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.