Washington Trust’s Markel Group MKL Stock Holding History

Washington Trust’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	–	Sell	-3	Closed	-$4.42K	–	917
2023 Q3	$4.42K	Hold	3	–	–	﹤0.01%	698
2023 Q2	$4.15K	Hold	3	–	–	﹤0.01%	726
2023 Q1	$3.83K	Hold	3	–	–	﹤0.01%	749
2022 Q4	$3.95K	Hold	3	–	–	﹤0.01%	747
2022 Q3	$3K	Hold	3	–	–	﹤0.01%	768
2022 Q2	$4K	Hold	3	–	–	﹤0.01%	742
2022 Q1	$4K	Hold	3	–	–	﹤0.01%	760
2021 Q4	$4K	Hold	3	–	–	﹤0.01%	767
2021 Q3	$4K	Hold	3	–	–	﹤0.01%	886
2021 Q2	$4K	Hold	3	–	–	﹤0.01%	887
2021 Q1	$3K	Hold	3	–	–	﹤0.01%	868
2020 Q4	$3K	Sell	3 -1	-25%	-$997	﹤0.01%	841
2020 Q3	$4K	Buy	4 +1	+33%	+$1.02K	﹤0.01%	816
2020 Q2	$3K	Hold	3	–	–	﹤0.01%	745
2020 Q1	$3K	Buy	+3	New	+$3.43K	﹤0.01%	799
2018 Q3	–	Sell	-3	Closed	-$3K	–	580
2018 Q2	$3K	Buy	+3	New	+$3.39K	﹤0.01%	799

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return