AWM
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Altavista Wealth Management’s Markel Group MKL Stock Holding History

Altavista Wealth 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
2021
Q4 		$1.87M Buy
1,513
+24
+2% +$30.3K 0.38% 54
2021
Q3 		$1.78M Buy
1,489
+184
+14% +$227K 0.4% 51
2021
Q2 		$1.55M Buy
1,305
+127
+11% +$152K 0.34% 60
2021
Q1 		$1.34M Buy
1,178
+21
+2% +$22.7K 0.33% 66
2020
Q4 		$1.2M Buy
1,157
+72
+7% +$71.8K 0.3% 63
2020
Q3 		$1.06M Buy
1,085
+207
+24% +$210K 0.29% 63
2020
Q2 		$811K Buy
+878
New +$798K 0.23% 72

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Altavista Wealth Management's MKL Position: Q4 2021 in Review

Altavista Wealth Management increased its Markel Group (MKL) stake by 1.6% in Q4 2021, buying an estimated $30.3K and bringing the position to 1,513 shares worth $1.87M. The position accounts for 0.38% of the portfolio, ranked #54.

Altavista Wealth Management first reported a position in MKL in Q2 2020 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

  • Altavista Wealth Management held 1,513 shares of Markel Group worth $1.87M as of Q4 2021.
  • Altavista Wealth Management bought 24 Markel Group shares in Q4 2021, an estimated $30.3K.
  • Markel Group made up 0.38% of Altavista Wealth Management's portfolio in Q4 2021, its #54 holding.
  • Altavista Wealth Management first reported a position in Markel Group in Q2 2020 and has held it in 7 quarters since.
  • 638 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.