American Portfolios Advisors’s Markel Group MKL Stock Holding History

American Portfolios Advisors’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	$37.9K	Hold	35	–	–	﹤0.01%	1861
2022 Q2	$45.3K	Hold	35	–	–	﹤0.01%	1817
2022 Q1	$51.6K	Hold	35	–	–	﹤0.01%	1866
2021 Q4	$43.2K	Buy	35 +20	+133%	+$25.2K	﹤0.01%	1930
2021 Q3	$17.9K	Hold	15	–	–	﹤0.01%	2329
2021 Q2	$17.8K	Hold	15	–	–	﹤0.01%	2273
2021 Q1	$17.1K	Sell	15 -5	-25%	-$5.39K	﹤0.01%	2150
2020 Q4	$20.7K	Sell	20 -1	-5%	-$997	﹤0.01%	1801
2020 Q3	$20.4K	Sell	21 -3	-13%	-$3.05K	﹤0.01%	1691
2020 Q2	$22.2K	Sell	24 -7	-23%	-$6.36K	﹤0.01%	1603
2020 Q1	$28.8K	Sell	31 -55	-64%	-$62.9K	﹤0.01%	1393
2019 Q4	$98.3K	Hold	86	–	–	0.01%	1043
2019 Q3	$102K	Sell	86 -4	-4%	-$4.54K	0.01%	988
2019 Q2	$98.1K	Hold	90	–	–	0.01%	995
2019 Q1	$89.7K	Sell	90 -15	-14%	-$15.2K	0.01%	945
2018 Q4	$109K	Buy	+105	New	+$115K	0.01%	705
2018 Q3	–	Sell	-15	Closed	-$16.3K	–	2458
2018 Q2	$16.3K	Buy	+15	New	+$16.9K	﹤0.01%	1529

Other funds holding MKL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

American Portfolios Advisors's MKL Position: Q3 2022 in Review

American Portfolios Advisors held its Markel Group (MKL) position steady in Q3 2022 at 35 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

American Portfolios Advisors first reported a position in MKL in Q2 2018 and has held it in 17 quarters since. The position peaked at $109K in Q4 2018. 637 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

American Portfolios Advisors held 35 shares of Markel Group worth $37.9K as of Q3 2022.
American Portfolios Advisors left its Markel Group share count unchanged in Q3 2022.
Markel Group made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1861 holding.
American Portfolios Advisors first reported a position in Markel Group in Q2 2018 and has held it in 17 quarters since.
American Portfolios Advisors's Markel Group position peaked at $109K in Q4 2018.
637 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.