DF Dent Midcap Growth Fund MKL Holdings History
DF Dent Midcap Growth Fund's Markel Group Inc Holding Summary
As of 2025-03-31, FORUM FUNDS held 5,122.00 shares of Markel Group Inc(MKL), totaling $9.58 Mil. This investment constitutes 2.69% of their stock portfolio, and FORUM FUNDS now holds 0.04% of the outstanding Markel Group Inc(MKL) stock.
The initial trade took place in 2020Q1. And since then DF Dent Midcap Growth Fund has made 5 purchases of MKL, at an average price of $1,108.00, for a total of 30,538.00 shares. In addition, there have been 14 sales at an average price of $1,440.06 for 25,416.00 shares. Based on historical transaction data and MKL's current price of $1965.00, DF Dent Midcap Growth Fund's estimated gain on his MKL holdings is $12.83 Mil, reflecting a 37.92% gain to date.
DF Dent Midcap Growth Fund MKL ($1965.00) Holding Chart
DF Dent Midcap Growth Fund MKL ($1965.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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