Number of Shares
496.00
Current Holdings Value*
$927,330.00
% of Portfolio
3.4%
Total Estimate Gain
$955,473.68
% of Total Estimate Gain
7.28%

STERLING CAPITAL MID VALUE FUND's Markel Group Inc Holding Summary

As of 2025-03-31, STERLING CAPITAL FUNDS held 496.00 shares of Markel Group Inc(MKL), totaling $927,330.00. This investment constitutes 3.4% of their stock portfolio, and STERLING CAPITAL FUNDS now holds 0% of the outstanding Markel Group Inc(MKL) stock.

The initial trade took place in 2019Q3. And since then STERLING CAPITAL MID VALUE FUND has made 3 purchases of MKL, at an average price of $1,133.86, for a total of 11,579.00 shares. In addition, there have been 18 sales at an average price of $1,180.54 for 11,083.00 shares. Based on historical transaction data and MKL's current price of $2017.12, STERLING CAPITAL MID VALUE FUND's estimated gain on his MKL holdings is $955,473.68, reflecting a 7.28% gain to date.

STERLING CAPITAL MID VALUE FUND MKL ($2017.12) Holding Chart

STERLING CAPITAL MID VALUE FUND MKL ($2017.12) 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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