Brewin Dolphin Wealth Management’s Markel Group MKL Stock Holding History

Brewin Dolphin 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 Q2	$52K	Hold	40	–	–	0.01%	192
2022 Q1	$59K	Hold	40	–	–	0.01%	189
2021 Q4	$49K	Hold	40	–	–	0.01%	198
2021 Q3	$47.8K	Hold	40	–	–	0.01%	198
2021 Q2	$47.5K	Hold	40	–	–	0.01%	194
2021 Q1	$45.6K	Hold	40	–	–	0.01%	185
2020 Q4	$41.3K	Hold	40	–	–	0.01%	169
2020 Q3	$38.9K	Hold	40	–	–	0.01%	176
2020 Q2	$36.9K	Buy	40 +20	+100%	+$18.2K	0.01%	174
2020 Q1	$18.6K	Hold	20	–	–	0.01%	148
2019 Q4	$22.9K	Hold	20	–	–	0.01%	151
2019 Q3	$23.6K	Hold	20	–	–	0.01%	143
2019 Q2	$21.8K	Hold	20	–	–	0.01%	152
2019 Q1	$19.9K	Hold	20	–	–	0.01%	153
2018 Q4	$20.8K	Hold	20	–	–	0.01%	146
2018 Q3	$23.8K	Hold	20	–	–	0.01%	145
2018 Q2	$21.7K	Hold	20	–	–	0.01%	145
2018 Q1	$23.4K	Hold	20	–	–	0.01%	132
2017 Q4	$22.8K	Hold	20	–	–	0.01%	130
2017 Q3	$21.4K	Buy	+20	New	+$20.7K	0.01%	122

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 $187B AUM 18.48% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

Brewin Dolphin Wealth Management's MKL Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Markel Group (MKL) position steady in Q2 2022 at 40 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #192.

Brewin Dolphin Wealth Management first reported a position in MKL in Q3 2017 and has held it in 20 quarters since. The position peaked at $59K in Q1 2022. 640 funds tracked by Wall St. Rank hold MKL as of Q2 2022.

Brewin Dolphin Wealth Management held 40 shares of Markel Group worth $52K as of Q2 2022.
Brewin Dolphin Wealth Management left its Markel Group share count unchanged in Q2 2022.
Markel Group made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #192 holding.
Brewin Dolphin Wealth Management first reported a position in Markel Group in Q3 2017 and has held it in 20 quarters since.
Brewin Dolphin Wealth Management's Markel Group position peaked at $59K in Q1 2022.
640 funds tracked by Wall St. Rank held Markel Group as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.