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Bellevue Group’s Markel Group MKL Stock Holding History

Bellevue Group’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
-300
Closed -$370K – 193
2021
Q4 		$370K Hold
300
– – ﹤0.01% 163
2021
Q3 		$359K Hold
300
– – ﹤0.01% 192
2021
Q2 		$356K Sell
300
-100
-25% -$120K ﹤0.01% 186
2021
Q1 		$456K Hold
400
– – ﹤0.01% 160
2020
Q4 		$413K Hold
400
– – ﹤0.01% 213
2020
Q3 		$389K Hold
400
– – 0.01% 207
2020
Q2 		$369K Hold
400
– – 0.01% 194
2020
Q1 		$371K Hold
400
– – 0.01% 187
2019
Q4 		$457K Hold
400
– – 0.01% 191
2019
Q3 		$473K Buy
400
+121
+43% +$137K 0.01% 167
2019
Q2 		$304K Buy
+279
New +$292K 0.01% 192

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Bellevue Group's MKL Position: Q1 2022 in Review

Bellevue Group sold out of Markel Group (MKL) in Q1 2022, closing a stake of 300 shares — an estimated $370K sold.

Bellevue Group first reported a position in MKL in Q2 2019 and held it in 11 quarters. The position peaked at $473K in Q3 2019. 638 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

  • Bellevue Group reported no remaining Markel Group position as of Q1 2022 after selling out during the quarter.
  • Bellevue Group sold 300 Markel Group shares in Q1 2022, an estimated $370K.
  • Bellevue Group first reported a position in Markel Group in Q2 2019 and held it in 11 quarters.
  • Bellevue Group's Markel Group position peaked at $473K in Q3 2019.
  • 638 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on Bellevue Group's 13F filing for Q1 2022, filed 13 May 2022.