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BT Wealth Management’s Markel Group MKL Stock Holding History

BT 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 		– Sell
-143
Closed -$211K – 74
2022
Q1 		$211K Buy
+143
New +$185K 0.05% 67
2019
Q1 		– Sell
-255
Closed -$258K – 86
2018
Q4 		$258K Buy
+255
New +$279K 0.11% 80

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
Berkshire Hathaway
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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

BT Wealth Management's MKL Position: Q2 2022 in Review

BT Wealth Management sold out of Markel Group (MKL) in Q2 2022, closing a stake of 143 shares — an estimated $211K sold.

BT Wealth Management first reported a position in MKL in Q4 2018 and held it in 2 quarters. The position peaked at $258K in Q4 2018. 640 funds tracked by Wall St. Rank hold MKL as of Q2 2022.

  • BT Wealth Management reported no remaining Markel Group position as of Q2 2022 after selling out during the quarter.
  • BT Wealth Management sold 143 Markel Group shares in Q2 2022, an estimated $211K.
  • BT Wealth Management first reported a position in Markel Group in Q4 2018 and held it in 2 quarters.
  • BT Wealth Management's Markel Group position peaked at $258K in Q4 2018.
  • 640 funds tracked by Wall St. Rank held Markel Group as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.