AIA
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Avalon Investment & Advisory’s Markel Group MKL Stock Holding History

Avalon Investment & Advisory’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
2021
Q4 		– Sell
-3,897
Closed -$4.66M – 322
2021
Q3 		$4.66M Sell
3,897
-1,222
-24% -$1.51M 0.11% 142
2021
Q2 		$6.08M Buy
5,119
+350
+7% +$420K 0.13% 128
2021
Q1 		$5.43M Buy
4,769
+727
+18% +$784K 0.12% 127
2020
Q4 		$4.18M Buy
4,042
+362
+10% +$361K 0.09% 147
2020
Q3 		$3.58M Sell
3,680
-383
-9% -$389K 0.08% 141
2020
Q2 		$3.75M Sell
4,063
-891
-18% -$810K 0.09% 139
2020
Q1 		$4.6M Buy
4,954
+1,764
+55% +$2.02M 0.12% 142
2019
Q4 		$3.65M Buy
3,190
+36
+1% +$41K 0.07% 176
2019
Q3 		$3.73M Sell
3,154
-35
-1% -$39.8K 0.08% 168
2019
Q2 		$3.48M Buy
3,189
+30
+0.9% +$31.4K 0.08% 169
2019
Q1 		$3.15M Buy
3,159
+29
+0.9% +$29.4K 0.07% 181
2018
Q4 		$3.25M Buy
3,130
+1,123
+56% +$1.23M 0.08% 165
2018
Q3 		$2.38M Buy
+2,007
New +$2.36M 0.07% 219

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return