Atlanta Capital Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $435M | Buy |
401,014
+3,892
| +1% | +$4.75M | 1.94% | 5 |
|
|
2022
Q2 | $514M | Sell |
397,122
-1,891
| -0.5% | -$2.59M | 2.21% | 3 |
|
|
2022
Q1 | $589M | Sell |
399,013
-3,151
| -0.8% | -$4.07M | 2.18% | 4 |
|
|
2021
Q4 | $496M | Sell |
402,164
-1,186
| -0.3% | -$1.5M | 1.68% | 9 |
|
|
2021
Q3 | $482M | Sell |
403,350
-7,986
| -2% | -$9.85M | 1.72% | 6 |
|
|
2021
Q2 | $488M | Sell |
411,336
-4,022
| -1% | -$4.82M | 1.68% | 8 |
|
|
2021
Q1 | $473M | Buy |
415,358
+52,043
| +14% | +$56.1M | 1.67% | 10 |
|
|
2020
Q4 | $375M | Buy |
363,315
+7,528
| +2% | +$7.5M | 1.35% | 20 |
|
|
2020
Q3 | $346M | Buy |
355,787
+2,162
| +0.6% | +$2.2M | 1.43% | 17 |
|
|
2020
Q2 | $326M | Buy |
353,625
+43,656
| +14% | +$39.7M | 1.38% | 17 |
|
|
2020
Q1 | $288M | Buy |
309,969
+13,924
| +5% | +$15.9M | 1.5% | 12 |
|
|
2019
Q4 | $338M | Buy |
296,045
+3,330
| +1% | +$3.79M | 1.4% | 20 |
|
|
2019
Q3 | $346M | Buy |
292,715
+1,060
| +0.4% | +$1.2M | 1.5% | 16 |
|
|
2019
Q2 | $318M | Buy |
291,655
+1,651
| +0.6% | +$1.73M | 1.43% | 18 |
|
|
2019
Q1 | $289M | Buy |
290,004
+2,299
| +0.8% | +$2.33M | 1.38% | 20 |
|
|
2018
Q4 | $299M | Sell |
287,705
-155,706
| -35% | -$170M | 1.65% | 15 |
|
|
2018
Q3 | $527M | Sell |
443,411
-61,828
| -12% | -$72.8M | 2.45% | 7 |
|
|
2018
Q2 | $548M | Sell |
505,239
-59,154
| -10% | -$66.8M | 2.75% | 4 |
|
|
2018
Q1 | $660M | Sell |
564,393
-1,609
| -0.3% | -$1.81M | 3.42% | 1 |
|
|
2017
Q4 | $645M | Sell |
566,002
-1,922
| -0.3% | -$2.1M | 3.39% | 1 |
|
|
2017
Q3 | $607M | Buy |
567,924
+3,264
| +0.6% | +$3.38M | 3.43% | 1 |
|
|
2017
Q2 | $551M | Sell |
564,660
-37,672
| -6% | -$36.6M | 3.23% | 1 |
|
|
2017
Q1 | $588M | Buy |
602,332
+14,011
| +2% | +$13.2M | 3.61% | 1 |
|
|
2016
Q4 | $532M | Buy |
588,321
+86,214
| +17% | +$76.9M | 3.39% | 1 |
|
|
2016
Q3 | $466M | Buy |
502,107
+5,241
| +1% | +$4.89M | 3.09% | 1 |
|
|
2016
Q2 | $473M | Buy |
496,866
+846
| +0.2% | +$788K | 3.16% | 1 |
|
|
2016
Q1 | $442M | Sell |
496,020
-9,440
| -2% | -$8.11M | 3.15% | 1 |
|
|
2015
Q4 | $446M | Buy |
505,460
+22,714
| +5% | +$19.8M | 3.27% | 1 |
|
|
2015
Q3 | $387M | Sell |
482,746
-17,872
| -4% | -$15.1M | 2.91% | 1 |
|
|
2015
Q2 | $401M | Sell |
500,618
-1,507
| -0.3% | -$1.17M | 2.72% | 1 |
|
|
2015
Q1 | $386M | Sell |
502,125
-34,655
| -6% | -$25.1M | 2.62% | 1 |
|
|
2014
Q4 | $367M | Sell |
536,780
-6,319
| -1% | -$4.29M | 2.52% | 1 |
|
|
2014
Q3 | $345M | Sell |
543,099
-44,034
| -7% | -$28.4M | 2.48% | 1 |
|
|
2014
Q2 | $385M | Sell |
587,133
-18,949
| -3% | -$11.9M | 2.63% | 1 |
|
|
2014
Q1 | $361M | Sell |
606,082
-7,780
| -1% | -$4.43M | 2.49% | 1 |
|
|
2013
Q4 | $356M | Buy |
613,862
+32,287
| +6% | +$17.5M | 2.34% | 1 |
|
|
2013
Q3 | $301M | Buy |
581,575
+34,357
| +6% | +$18.1M | 2.14% | 3 |
|
|
2013
Q2 | $288M | Buy |
+547,218
| New | +$287M | 2.19% | 2 |
|
Other funds holding MKL
DC
DSA
Atlanta Capital Management's MKL Position: Q3 2022 in Review
Atlanta Capital Management increased its Markel Group (MKL) stake by 0.98% in Q3 2022, buying an estimated $4.75M and bringing the position to 401,014 shares worth $435M. The position accounts for 1.94% of the portfolio, ranked #5.
Atlanta Capital Management first reported a position in MKL in Q2 2013 and has held it in 38 quarters since. The position peaked at $660M in Q1 2018. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.
- Atlanta Capital Management held 401,014 shares of Markel Group worth $435M as of Q3 2022.
- Atlanta Capital Management bought 3,892 Markel Group shares in Q3 2022, an estimated $4.75M.
- Markel Group made up 1.94% of Atlanta Capital Management's portfolio in Q3 2022, its #5 holding.
- Atlanta Capital Management first reported a position in Markel Group in Q2 2013 and has held it in 38 quarters since.
- Atlanta Capital Management's Markel Group position peaked at $660M in Q1 2018.
- 636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.
Based on Atlanta Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.