AlphaStar Capital Management’s Markel Group MKL Stock Holding History

AlphaStar Capital 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 Q3	–	Sell	-164	Closed	-$212K	–	340
2022 Q2	$212K	Buy	164 +2	+1%	+$2.74K	0.02%	320
2022 Q1	$239K	Hold	162	–	–	0.02%	332
2021 Q4	$207K	Hold	162	–	–	0.02%	361
2021 Q3	$213K	Buy	+162	New	+$200K	0.01%	369
2021 Q1	–	Sell	-290	Closed	-$292K	–	233
2020 Q4	$292K	Hold	290	–	–	0.05%	180
2020 Q3	$277K	Hold	290	–	–	0.06%	157
2020 Q2	$273K	Buy	+290	New	+$264K	0.06%	164

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AlphaStar Capital Management's MKL Position: Q3 2022 in Review

AlphaStar Capital Management sold out of Markel Group (MKL) in Q3 2022, closing a stake of 164 shares — an estimated $212K sold.

AlphaStar Capital Management first reported a position in MKL in Q2 2020 and held it in 7 quarters. The position peaked at $292K in Q4 2020. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

AlphaStar Capital Management reported no remaining Markel Group position as of Q3 2022 after selling out during the quarter.
AlphaStar Capital Management sold 164 Markel Group shares in Q3 2022, an estimated $212K.
AlphaStar Capital Management first reported a position in Markel Group in Q2 2020 and held it in 7 quarters.
AlphaStar Capital Management's Markel Group position peaked at $292K in Q4 2020.
636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on AlphaStar Capital Management's 13F filing for Q3 2022, filed 21 Oct 2022.