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Autus Asset Management’s Markel Group MKL Stock Holding History

Autus Asset 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
2022
Q4 		$2.31M Buy
1,750
+38
+2% +$47K 0.41% 63
2022
Q3 		$1.86M Buy
1,712
+39
+2% +$47.6K 0.36% 67
2022
Q2 		$2.16M Buy
1,673
+73
+5% +$100K 0.39% 67
2022
Q1 		$2.36M Buy
1,600
+273
+21% +$353K 0.35% 68
2021
Q4 		$1.64M Buy
1,327
+938
+241% +$1.18M 0.16% 82
2021
Q3 		$465K Buy
+389
New +$480K 0.05% 123

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Autus Asset Management's MKL Position: Q4 2022 in Review

Autus Asset Management increased its Markel Group (MKL) stake by 2.2% in Q4 2022, buying an estimated $47K and bringing the position to 1,750 shares worth $2.31M. The position accounts for 0.41% of the portfolio, ranked #63.

Autus Asset Management first reported a position in MKL in Q3 2021 and has held it in 6 quarters since. The position peaked at $2.36M in Q1 2022. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

  • Autus Asset Management held 1,750 shares of Markel Group worth $2.31M as of Q4 2022.
  • Autus Asset Management bought 38 Markel Group shares in Q4 2022, an estimated $47K.
  • Markel Group made up 0.41% of Autus Asset Management's portfolio in Q4 2022, its #63 holding.
  • Autus Asset Management first reported a position in Markel Group in Q3 2021 and has held it in 6 quarters since.
  • Autus Asset Management's Markel Group position peaked at $2.36M in Q1 2022.
  • 674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.