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Weitz Investment Management’s Markel Group MKL Stock Holding History

Weitz Investment Management’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
-25,190
Closed -$35.8M – 56
2023
Q4 		$35.8M Sell
25,190
-4,000
-14% -$5.67M 1.89% 20
2023
Q3 		$43M Sell
29,190
-3,670
-11% -$5.37M 2.36% 18
2023
Q2 		$45.5M Sell
32,860
-130
-0.4% -$174K 2.42% 19
2023
Q1 		$42.1M Sell
32,990
-4,400
-12% -$5.85M 2.43% 16
2022
Q4 		$49.3M Sell
37,390
-1,950
-5% -$2.41M 2.79% 14
2022
Q3 		$42.7M Hold
39,340
– – 2.51% 16
2022
Q2 		$50.9M Sell
39,340
-10,328
-21% -$14.2M 2.66% 13
2022
Q1 		$73.3M Sell
49,668
-6,700
-12% -$8.66M 3.25% 9
2021
Q4 		$69.6M Buy
56,368
+168
+0.3% +$212K 2.79% 14
2021
Q3 		$67.2M Hold
56,200
– – 2.81% 14
2021
Q2 		$66.7M Sell
56,200
-2,000
-3% -$2.4M 2.81% 14
2021
Q1 		$66.3M Buy
58,200
+1,250
+2% +$1.35M 2.93% 14
2020
Q4 		$58.8M Buy
56,950
+3,700
+7% +$3.69M 2.51% 15
2020
Q3 		$51.9M Sell
53,250
-1,200
-2% -$1.22M 2.43% 15
2020
Q2 		$50.3M Sell
54,450
-552
-1% -$502K 2.5% 15
2020
Q1 		$51M Buy
55,002
+6,747
+14% +$7.72M 2.71% 12
2019
Q4 		$55.2M Buy
48,255
+28,255
+141% +$32.2M 2.16% 14
2019
Q3 		$23.6M Hold
20,000
– – 0.96% 36
2019
Q2 		$21.8M Buy
20,000
+7,000
+54% +$7.34M 0.86% 40
2019
Q1 		$13M Buy
13,000
+3,000
+30% +$3.05M 0.54% 48
2018
Q4 		$10.4M Buy
10,000
+4,000
+67% +$4.37M 0.48% 49
2018
Q3 		$7.13M Hold
6,000
– – 0.29% 56
2018
Q2 		$6.51M Buy
6,000
+3,500
+140% +$3.95M 0.28% 52
2018
Q1 		$2.93M Buy
+2,500
New +$2.81M 0.12% 59

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Weitz Investment Management's MKL Position: Q1 2024 in Review

Weitz Investment Management sold out of Markel Group (MKL) in Q1 2024, closing a stake of 25,190 shares — an estimated $35.8M sold.

Weitz Investment Management first reported a position in MKL in Q1 2018 and held it in 24 quarters. The position peaked at $73.3M in Q1 2022. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Weitz Investment Management reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Weitz Investment Management sold 25,190 Markel Group shares in Q1 2024, an estimated $35.8M.
  • Weitz Investment Management first reported a position in Markel Group in Q1 2018 and held it in 24 quarters.
  • Weitz Investment Management's Markel Group position peaked at $73.3M in Q1 2022.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Weitz Investment Management's 13F filing for Q1 2024, filed 13 May 2024.