YDMI
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Y.D. More Investments’s Markel Group MKL Stock Holding History

Y.D. More Investments’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
-440
Closed -$690K – 472
2024
Q3 		$690K Buy
440
+20
+5% +$31.3K 0.07% 129
2024
Q2 		$662K Buy
+420
New +$652K 0.07% 122

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

Y.D. More Investments's MKL Position: Q4 2024 in Review

Y.D. More Investments sold out of Markel Group (MKL) in Q4 2024, closing a stake of 440 shares — an estimated $690K sold.

Y.D. More Investments first reported a position in MKL in Q2 2024 and held it in 2 quarters. The position peaked at $690K in Q3 2024. 830 funds tracked by Wall St. Rank hold MKL as of Q4 2024.

  • Y.D. More Investments reported no remaining Markel Group position as of Q4 2024 after selling out during the quarter.
  • Y.D. More Investments sold 440 Markel Group shares in Q4 2024, an estimated $690K.
  • Y.D. More Investments first reported a position in Markel Group in Q2 2024 and held it in 2 quarters.
  • Y.D. More Investments's Markel Group position peaked at $690K in Q3 2024.
  • 830 funds tracked by Wall St. Rank held Markel Group as of Q4 2024.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.