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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Washington Trust's MKL Position: Q4 2023 in Review

Washington Trust sold out of Markel Group (MKL) in Q4 2023, closing a stake of 3 shares — an estimated $4.42K sold.

Washington Trust first reported a position in MKL in Q2 2018 and held it in 16 quarters. The position peaked at $4.42K in Q3 2023. 732 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

Washington Trust reported no remaining Markel Group position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 3 Markel Group shares in Q4 2023, an estimated $4.42K.
Washington Trust first reported a position in Markel Group in Q2 2018 and held it in 16 quarters.
Washington Trust's Markel Group position peaked at $4.42K in Q3 2023.
732 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.