BerganKDV Wealth Management’s Markel Group MKL Stock Holding History

BerganKDV Wealth 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	–	Sell	-7	Closed	-$8K	–	1083
2022 Q3	$8K	Hold	7	–	–	﹤0.01%	608
2022 Q2	$9K	Hold	7	–	–	﹤0.01%	608
2022 Q1	$10K	Sell	7 -1	-13%	-$1.29K	﹤0.01%	613
2021 Q4	$10K	Sell	8 -1	-11%	-$1.26K	﹤0.01%	660
2021 Q3	$11K	Buy	9 +7	+350%	+$8.63K	﹤0.01%	626
2021 Q2	$2K	Hold	2	–	–	﹤0.01%	828
2021 Q1	$2K	Hold	2	–	–	﹤0.01%	788
2020 Q4	$2K	Hold	2	–	–	﹤0.01%	786
2020 Q3	$2K	Sell	2 -3	-60%	-$3.05K	﹤0.01%	710
2020 Q2	$5K	Buy	5 +2	+67%	+$1.82K	﹤0.01%	630
2020 Q1	$3K	Hold	3	–	–	﹤0.01%	675
2019 Q4	$3K	Hold	3	–	–	﹤0.01%	712
2019 Q3	$4K	Hold	3	–	–	﹤0.01%	589
2019 Q2	$3K	Hold	3	–	–	﹤0.01%	641
2019 Q1	$3K	Hold	3	–	–	﹤0.01%	640
2018 Q4	$3K	Hold	3	–	–	﹤0.01%	596
2018 Q3	$4K	Hold	3	–	–	﹤0.01%	550
2018 Q2	$3K	Buy	+3	New	+$3.39K	﹤0.01%	589

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

BerganKDV Wealth Management's MKL Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Markel Group (MKL) in Q4 2022, closing a stake of 7 shares — an estimated $8K sold.

BerganKDV Wealth Management first reported a position in MKL in Q2 2018 and held it in 18 quarters. The position peaked at $11K in Q3 2021. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

BerganKDV Wealth Management reported no remaining Markel Group position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 7 Markel Group shares in Q4 2022, an estimated $8K.
BerganKDV Wealth Management first reported a position in Markel Group in Q2 2018 and held it in 18 quarters.
BerganKDV Wealth Management's Markel Group position peaked at $11K in Q3 2021.
674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.