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Achmea Investment Management’s Markel Group MKL Stock Holding History

Achmea Investment Management’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
2022
Q4 		– Sell
-332
Closed -$360K – 654
2022
Q3 		$360K Buy
332
+304
+1,086% +$371K 0.01% 521
2022
Q2 		$37K Hold
28
– – ﹤0.01% 562
2022
Q1 		$41K Buy
+28
New +$36.2K ﹤0.01% 571
2021
Q4 		– Sell
-28
Closed -$34K – 414
2021
Q3 		$34K Buy
+28
New +$34.5K ﹤0.01% 552

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Achmea Investment Management's MKL Position: Q4 2022 in Review

Achmea Investment Management sold out of Markel Group (MKL) in Q4 2022, closing a stake of 332 shares — an estimated $360K sold.

Achmea Investment Management first reported a position in MKL in Q3 2021 and held it in 4 quarters. The position peaked at $360K in Q3 2022. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

  • Achmea Investment Management reported no remaining Markel Group position as of Q4 2022 after selling out during the quarter.
  • Achmea Investment Management sold 332 Markel Group shares in Q4 2022, an estimated $360K.
  • Achmea Investment Management first reported a position in Markel Group in Q3 2021 and held it in 4 quarters.
  • Achmea Investment Management's Markel Group position peaked at $360K in Q3 2022.
  • 674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on Achmea Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.