Aquire Wealth Advisors’s Markel Group MKL Stock Holding History

Aquire Wealth 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 Q1	–	Sell	-45	Closed	-$56K	–	156
2021 Q4	$56K	Buy	+45	New	+$56.8K	0.03%	89

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 $299B AUM 27.55% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Aquire Wealth Advisors's MKL Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Markel Group (MKL) in Q1 2022, closing a stake of 45 shares — an estimated $56K sold.

Aquire Wealth Advisors first reported a position in MKL in Q4 2021 and held it in 1 quarter. The position peaked at $56K in Q4 2021. 639 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

Aquire Wealth Advisors reported no remaining Markel Group position as of Q1 2022 after selling out during the quarter.
Aquire Wealth Advisors sold 45 Markel Group shares in Q1 2022, an estimated $56K.
Aquire Wealth Advisors first reported a position in Markel Group in Q4 2021 and held it in 1 quarter.
Aquire Wealth Advisors's Markel Group position peaked at $56K in Q4 2021.
639 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.