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Altshuler Shaham’s Markel Group MKL Stock Holding History

Altshuler Shaham’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
-4
Closed -$5K – 510
2022
Q2 		$5K Buy
+4
New +$5.49K ﹤0.01% 415
2021
Q3 		– Sell
-22
Closed -$26K – 613
2021
Q2 		$26K Buy
+22
New +$26.4K ﹤0.01% 520
2020
Q1 		– Sell
-7
Closed -$8K – 554
2019
Q4 		$8K Buy
+7
New +$7.97K ﹤0.01% 353
2018
Q4 		– Sell
-21
Closed -$25K – 283
2018
Q3 		$25K Buy
+21
New +$24.7K ﹤0.01% 145

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
Berkshire Hathaway
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
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

Altshuler Shaham's MKL Position: Q3 2022 in Review

Altshuler Shaham sold out of Markel Group (MKL) in Q3 2022, closing a stake of 4 shares — an estimated $5K sold.

Altshuler Shaham first reported a position in MKL in Q3 2018 and held it in 4 quarters. The position peaked at $26K in Q2 2021. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

  • Altshuler Shaham reported no remaining Markel Group position as of Q3 2022 after selling out during the quarter.
  • Altshuler Shaham sold 4 Markel Group shares in Q3 2022, an estimated $5K.
  • Altshuler Shaham first reported a position in Markel Group in Q3 2018 and held it in 4 quarters.
  • Altshuler Shaham's Markel Group position peaked at $26K in Q2 2021.
  • 636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on Altshuler Shaham's 13F filing for Q3 2022, filed 14 Nov 2022.