Berman Capital Advisors’s Markel Group MKL Stock Holding History

Berman Capital Advisors’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 Q3	$27K	Buy	23 +12	+109%	+$14.8K	﹤0.01%	890
2021 Q2	$13K	Hold	11	–	–	﹤0.01%	1057
2021 Q1	$12K	Sell	11 -3	-21%	-$3.24K	﹤0.01%	964
2020 Q4	$14K	Buy	14 +3	+27%	+$2.99K	﹤0.01%	789
2020 Q3	$10K	Hold	11	–	–	﹤0.01%	794
2020 Q2	$10K	Buy	11 +2	+22%	+$1.82K	﹤0.01%	765
2020 Q1	$8K	Buy	9 +3	+50%	+$3.43K	﹤0.01%	730
2019 Q4	$6K	Hold	6	–	–	﹤0.01%	927
2019 Q3	$7K	Buy	6 +1	+20%	+$1.14K	﹤0.01%	841
2019 Q2	$5K	Hold	5	–	–	﹤0.01%	959
2019 Q1	$4K	Buy	5 +4	+400%	+$4.06K	﹤0.01%	927
2018 Q4	$1K	Buy	+1	New	+$1.09K	﹤0.01%	1030

Other funds holding MKL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Berman Capital Advisors's MKL Position: Q3 2021 in Review

Berman Capital Advisors increased its Markel Group (MKL) stake by 109% in Q3 2021, buying an estimated $14.8K and bringing the position to 23 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Berman Capital Advisors first reported a position in MKL in Q4 2018 and has held it in 12 quarters since. 593 funds tracked by Wall St. Rank hold MKL as of Q3 2021.

Berman Capital Advisors held 23 shares of Markel Group worth $27K as of Q3 2021.
Berman Capital Advisors bought 12 Markel Group shares in Q3 2021, an estimated $14.8K.
Markel Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #890 holding.
Berman Capital Advisors first reported a position in Markel Group in Q4 2018 and has held it in 12 quarters since.
593 funds tracked by Wall St. Rank held Markel Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.