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Bedel Financial Consulting’s Markel Group MKL Stock Holding History

Bedel Financial Consulting’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
Q1 		– Sell
-2
Closed -$2K – 952
2020
Q4 		$2K Hold
2
– – ﹤0.01% 759
2020
Q3 		$2K Hold
2
– – ﹤0.01% 724
2020
Q2 		$2K Hold
2
– – ﹤0.01% 697
2020
Q1 		$2K Hold
2
– – ﹤0.01% 690
2019
Q4 		$2K Hold
2
– – ﹤0.01% 689
2019
Q3 		$2K Hold
2
– – ﹤0.01% 664
2019
Q2 		$2K Hold
2
– – ﹤0.01% 653
2019
Q1 		$2K Hold
2
– – ﹤0.01% 649
2018
Q4 		$2K Hold
2
– – ﹤0.01% 617
2018
Q3 		$2K Buy
+2
New +$2.35K ﹤0.01% 617

Other funds holding MKL

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Bedel Financial Consulting's MKL Position: Q1 2021 in Review

Bedel Financial Consulting sold out of Markel Group (MKL) in Q1 2021, closing a stake of 2 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in MKL in Q3 2018 and held it in 10 quarters. The position peaked at $2K in Q4 2020. 575 funds tracked by Wall St. Rank hold MKL as of Q1 2021.

  • Bedel Financial Consulting reported no remaining Markel Group position as of Q1 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 2 Markel Group shares in Q1 2021, an estimated $2K.
  • Bedel Financial Consulting first reported a position in Markel Group in Q3 2018 and held it in 10 quarters.
  • Bedel Financial Consulting's Markel Group position peaked at $2K in Q4 2020.
  • 575 funds tracked by Wall St. Rank held Markel Group as of Q1 2021.

Based on Bedel Financial Consulting's 13F filing for Q1 2021, filed 26 Apr 2021.