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West Branch Capital’s Markel Group MKL Stock Holding History

West Branch Capital’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
-5
Closed -$7.36K – 455
2023
Q3 		$7.36K Hold
5
– – ﹤0.01% 299
2023
Q2 		$6.92K Hold
5
– – ﹤0.01% 313
2023
Q1 		$6.39K Hold
5
– – ﹤0.01% 327
2022
Q4 		$6.59K Hold
5
– – ﹤0.01% 317
2022
Q3 		$5K Hold
5
– – ﹤0.01% 350
2022
Q2 		$6K Hold
5
– – ﹤0.01% 324
2022
Q1 		$7K Hold
5
– – ﹤0.01% 328
2021
Q4 		$6K Hold
5
– – ﹤0.01% 370
2021
Q3 		$6K Hold
5
– – ﹤0.01% 343
2021
Q2 		$6K Buy
+5
New +$5.99K ﹤0.01% 358

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
DC
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

West Branch Capital's MKL Position: Q4 2023 in Review

West Branch Capital sold out of Markel Group (MKL) in Q4 2023, closing a stake of 5 shares — an estimated $7.36K sold.

West Branch Capital first reported a position in MKL in Q2 2021 and held it in 10 quarters. The position peaked at $7.36K in Q3 2023. 731 funds tracked by Wall St. Rank hold MKL as of Q4 2023.

  • West Branch Capital reported no remaining Markel Group position as of Q4 2023 after selling out during the quarter.
  • West Branch Capital sold 5 Markel Group shares in Q4 2023, an estimated $7.36K.
  • West Branch Capital first reported a position in Markel Group in Q2 2021 and held it in 10 quarters.
  • West Branch Capital's Markel Group position peaked at $7.36K in Q3 2023.
  • 731 funds tracked by Wall St. Rank held Markel Group as of Q4 2023.

Based on West Branch Capital's 13F filing for Q4 2023, filed 19 Jan 2024.