Number of Shares
4.08 Mil
Current Holdings Value*
$4.06 Mil
% of Portfolio
8.02%
Total Estimate Gain
$3.20 Bil
% of Total Estimate Gain
34.34%

Guggenheim Limited Duration Fund's Markel Group Inc Holding Summary

As of 2025-03-31, GUGGENHEIM FUNDS TRUST held 4.08 Mil shares of Markel Group Inc(MKL), totaling $4.06 Mil. This investment constitutes 8.02% of their stock portfolio, and GUGGENHEIM FUNDS TRUST now holds 32.22% of the outstanding Markel Group Inc(MKL) stock.

The initial trade took place in 2022Q1. And since then Guggenheim Limited Duration Fund has made 1 purchases of MKL, at an average price of $1,291.81, for a total of 7.21 Mil shares. In addition, there have been 2 sales at an average price of $1,347.85 for 3.13 Mil shares. Based on historical transaction data and MKL's current price of $2031.80, Guggenheim Limited Duration Fund's estimated gain on his MKL holdings is $3.20 Bil, reflecting a 34.34% gain to date.

Guggenheim Limited Duration Fund MKL ($2031.80) Holding Chart

Guggenheim Limited Duration Fund MKL ($2031.80) 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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