ACG Wealth’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,376
| Closed | -$5.19M | – | 323 |
|
|
2021
Q2 | $5.19M | Hold |
4,376
| – | – | 0.66% | 46 |
|
|
2021
Q1 | $4.99M | Hold |
4,376
| – | – | 0.66% | 48 |
|
|
2020
Q4 | $4.52M | Buy |
4,376
+9
| +0.2% | +$8.97K | 0.62% | 51 |
|
|
2020
Q3 | $4.25M | Hold |
4,367
| – | – | 0.64% | 50 |
|
|
2020
Q2 | $4.03M | Buy |
4,367
+1,121
| +35% | +$1.02M | 0.66% | 52 |
|
|
2020
Q1 | $3.01M | Buy |
+3,246
| New | +$3.71M | 0.56% | 53 |
|
|
2019
Q2 | – | Sell |
-3,136
| Closed | -$3.12M | – | 351 |
|
|
2019
Q1 | $3.12M | Hold |
3,136
| – | – | 0.42% | 58 |
|
|
2018
Q4 | $3.26M | Buy |
3,136
+2,210
| +239% | +$2.42M | 0.5% | 53 |
|
|
2018
Q3 | $1.1M | Buy |
+926
| New | +$1.09M | 0.15% | 134 |
|
|
2018
Q2 | – | Sell |
-3,031
| Closed | -$3.55M | – | 309 |
|
|
2018
Q1 | $3.55M | Hold |
3,031
| – | – | 0.54% | 48 |
|
|
2017
Q4 | $3.45M | Buy |
+3,031
| New | +$3.31M | 0.51% | 52 |
|
|
2017
Q2 | – | Sell |
-3,031
| Closed | -$2.96M | – | 331 |
|
|
2017
Q1 | $2.96M | Hold |
3,031
| – | – | 0.54% | 51 |
|
|
2016
Q4 | $2.74M | Buy |
3,031
+884
| +41% | +$788K | 0.58% | 47 |
|
|
2016
Q3 | $1.99M | Hold |
2,147
| – | – | 0.42% | 69 |
|
|
2016
Q2 | $2.05M | Sell |
2,147
-20
| -0.9% | -$18.6K | 0.46% | 66 |
|
|
2016
Q1 | $1.93M | Buy |
2,167
+20
| +0.9% | +$17.2K | 0.44% | 71 |
|
|
2015
Q4 | $1.9M | Hold |
2,147
| – | – | 0.42% | 73 |
|
|
2015
Q3 | $1.72M | Hold |
2,147
| – | – | 0.46% | 64 |
|
|
2015
Q2 | $1.72M | Hold |
2,147
| – | – | 0.43% | 71 |
|
|
2015
Q1 | $1.65M | Hold |
2,147
| – | – | 0.44% | 75 |
|
|
2014
Q4 | $1.47M | Hold |
2,147
| – | – | 0.4% | 72 |
|
|
2014
Q3 | $1.37M | Hold |
2,147
| – | – | 0.39% | 77 |
|
|
2014
Q2 | $1.41M | Buy |
2,147
+190
| +10% | +$120K | 0.27% | 86 |
|
|
2014
Q1 | $1.17M | Hold |
1,957
| – | – | 0.35% | 78 |
|
|
2013
Q4 | $1.14M | Buy |
+1,957
| New | +$1.06M | 0.29% | 82 |
|
|
2013
Q3 | – | Sell |
-1,776
| Closed | -$936K | – | 123 |
|
|
2013
Q2 | $936K | Buy |
+1,776
| New | +$930K | 0.37% | 69 |
|
Other funds holding MKL
ACG Wealth's MKL Position: Q3 2021 in Review
ACG Wealth sold out of Markel Group (MKL) in Q3 2021, closing a stake of 4,376 shares — an estimated $5.19M sold.
ACG Wealth first reported a position in MKL in Q2 2013 and held it in 26 quarters. The position peaked at $5.19M in Q2 2021. 593 funds tracked by Wall St. Rank hold MKL as of Q3 2021.
- ACG Wealth reported no remaining Markel Group position as of Q3 2021 after selling out during the quarter.
- ACG Wealth sold 4,376 Markel Group shares in Q3 2021, an estimated $5.19M.
- ACG Wealth first reported a position in Markel Group in Q2 2013 and held it in 26 quarters.
- ACG Wealth's Markel Group position peaked at $5.19M in Q2 2021.
- 593 funds tracked by Wall St. Rank held Markel Group as of Q3 2021.
Based on ACG Wealth's 13F filing for Q3 2021, filed 1 Nov 2021.