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Belpointe Asset Management’s Markel Group MKL Stock Holding History

Belpointe 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
2023
Q2 		– Sell
-25
Closed -$31.9K – 2239
2023
Q1 		$31.9K Buy
25
+2
+9% +$2.66K ﹤0.01% 2014
2022
Q4 		$30.3K Buy
+23
New +$28.5K ﹤0.01% 1904
2018
Q4 		– Sell
-395
Closed -$469K – 583
2018
Q3 		$469K Buy
+395
New +$465K 0.07% 274

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Belpointe Asset Management's MKL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Markel Group (MKL) in Q2 2023, closing a stake of 25 shares — an estimated $31.9K sold.

Belpointe Asset Management first reported a position in MKL in Q3 2018 and held it in 3 quarters. The position peaked at $469K in Q3 2018. 699 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

  • Belpointe Asset Management reported no remaining Markel Group position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 25 Markel Group shares in Q2 2023, an estimated $31.9K.
  • Belpointe Asset Management first reported a position in Markel Group in Q3 2018 and held it in 3 quarters.
  • Belpointe Asset Management's Markel Group position peaked at $469K in Q3 2018.
  • 699 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.