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MKL icon

BP’s Markel Group MKL Stock Holding History

BP’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 		– Sell
-356
Closed -$422K – 328
2021
Q2 		$422K Sell
356
-179
-33% -$215K 0.02% 456
2021
Q1 		$612K Sell
535
-138
-21% -$149K 0.02% 419
2020
Q4 		$695K Sell
673
-627
-48% -$625K 0.02% 427
2020
Q3 		$1.27M Sell
1,300
-100
-7% -$102K 0.03% 382
2020
Q2 		$1.29M Hold
1,400
– – 0.05% 376
2020
Q1 		$1.3M Hold
1,400
– – 0.06% 323
2019
Q4 		$1.6M Buy
1,400
+100
+8% +$114K 0.05% 340
2019
Q3 		$1.53M Buy
+1,300
New +$1.48M 0.06% 338
2019
Q1 		– Sell
-1,600
Closed -$1.66M – 426
2018
Q4 		$1.66M Hold
1,600
– – 0.07% 281
2018
Q3 		$1.9M Hold
1,600
– – 0.06% 329
2018
Q2 		$1.74M Hold
1,600
– – 0.06% 350
2018
Q1 		$1.87M Buy
+1,600
New +$1.8M 0.07% 311

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

BP's MKL Position: Q3 2021 in Review

BP sold out of Markel Group (MKL) in Q3 2021, closing a stake of 356 shares — an estimated $422K sold.

BP first reported a position in MKL in Q1 2018 and held it in 12 quarters. The position peaked at $1.9M in Q3 2018. 593 funds tracked by Wall St. Rank hold MKL as of Q3 2021.

  • BP reported no remaining Markel Group position as of Q3 2021 after selling out during the quarter.
  • BP sold 356 Markel Group shares in Q3 2021, an estimated $422K.
  • BP first reported a position in Markel Group in Q1 2018 and held it in 12 quarters.
  • BP's Markel Group position peaked at $1.9M in Q3 2018.
  • 593 funds tracked by Wall St. Rank held Markel Group as of Q3 2021.

Based on BP's 13F filing for Q3 2021, filed 10 Nov 2021.