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Zurich Insurance Group’s Markel Group MKL Stock Holding History

Zurich Insurance Group’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
-17,331
Closed -$24.6M – 277
2023
Q4 		$24.6M Sell
17,331
-14,720
-46% -$20.9M 0.25% 110
2023
Q3 		$47.2M Sell
32,051
-65
-0.2% -$95.1K 0.5% 66
2023
Q2 		$44.4M Buy
32,116
+3,210
+11% +$4.3M 0.46% 74
2023
Q1 		$36.9M Sell
28,906
-14,110
-33% -$18.7M 0.46% 78
2022
Q4 		$56.7M Buy
43,016
+11,000
+34% +$13.6M 0.81% 44
2022
Q3 		$34.7M Sell
32,016
-12,284
-28% -$15M 0.54% 64
2022
Q2 		$57.3M Sell
44,300
-7,800
-15% -$10.7M 0.85% 35
2022
Q1 		$76.9M Buy
52,100
+24,530
+89% +$31.7M 0.95% 39
2021
Q4 		$34M Sell
27,570
-11,360
-29% -$14.3M 0.38% 64
2021
Q3 		$46.5M Buy
38,930
+860
+2% +$1.06M 0.56% 51
2021
Q2 		$45.2M Buy
+38,070
New +$45.6M 0.56% 51
2018
Q2 		– Sell
-3,575
Closed -$4.18M – 512
2018
Q1 		$4.18M Buy
3,575
+200
+6% +$225K 0.1% 274
2017
Q4 		$3.85M Buy
3,375
+1,660
+97% +$1.81M 0.09% 274
2017
Q3 		$1.83M Buy
+1,715
New +$1.77M 0.05% 396

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

Zurich Insurance Group's MKL Position: Q1 2024 in Review

Zurich Insurance Group sold out of Markel Group (MKL) in Q1 2024, closing a stake of 17,331 shares — an estimated $24.6M sold.

Zurich Insurance Group first reported a position in MKL in Q3 2017 and held it in 14 quarters. The position peaked at $76.9M in Q1 2022. 745 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Zurich Insurance Group reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Zurich Insurance Group sold 17,331 Markel Group shares in Q1 2024, an estimated $24.6M.
  • Zurich Insurance Group first reported a position in Markel Group in Q3 2017 and held it in 14 quarters.
  • Zurich Insurance Group's Markel Group position peaked at $76.9M in Q1 2022.
  • 745 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Zurich Insurance Group's 13F filing for Q1 2024, filed 15 May 2024.