BMM
MKL icon

Buffington Mohr McNeal’s Markel Group MKL Stock Holding History

Buffington Mohr McNeal’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
2023
Q2 		– Sell
-851
Closed -$1.09M – 127
2023
Q1 		$1.09M Buy
851
+29
+4% +$38.5K 0.25% 64
2022
Q4 		$1.08M Sell
822
-60
-7% -$74.2K 0.25% 66
2022
Q3 		$956K Hold
882
– – 0.23% 72
2022
Q2 		$1.14M Hold
882
– – 0.25% 68
2022
Q1 		$1.3M Hold
882
– – 0.25% 64
2021
Q4 		$1.09M Sell
882
-8
-0.9% -$10.1K 0.19% 78
2021
Q3 		$1.06M Buy
890
+44
+5% +$54.2K 0.2% 71
2021
Q2 		$1M Hold
846
– – 0.2% 74
2021
Q1 		$964K Sell
846
-11
-1% -$11.9K 0.21% 74
2020
Q4 		$885K Hold
857
– – 0.21% 71
2020
Q3 		$834K Sell
857
-25
-3% -$25.4K 0.22% 70
2020
Q2 		$815K Buy
882
+64
+8% +$58.2K 0.23% 69
2020
Q1 		$759K Buy
818
+114
+16% +$130K 0.25% 62
2019
Q4 		$804K Hold
704
– – 0.23% 69
2019
Q3 		$831K Buy
704
+78
+12% +$88.6K 0.25% 63
2019
Q2 		$682K Hold
626
– – 0.21% 78
2019
Q1 		$623K Buy
626
+15
+2% +$15.2K 0.2% 83
2018
Q4 		$635K Buy
611
+50
+9% +$54.7K 0.26% 78
2018
Q3 		$667K Sell
561
-33
-6% -$38.8K 0.23% 80
2018
Q2 		$644K Buy
594
+12
+2% +$13.6K 0.24% 75
2018
Q1 		$681K Buy
582
+85
+17% +$95.7K 0.26% 69
2017
Q4 		$566K Hold
497
– – 0.22% 83
2017
Q3 		$544K Buy
497
+10
+2% +$10.3K 0.21% 81
2017
Q2 		$475K Buy
+487
New +$473K 0.19% 92

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Buffington Mohr McNeal's MKL Position: Q2 2023 in Review

Buffington Mohr McNeal sold out of Markel Group (MKL) in Q2 2023, closing a stake of 851 shares — an estimated $1.09M sold.

Buffington Mohr McNeal first reported a position in MKL in Q2 2017 and held it in 24 quarters. The position peaked at $1.3M in Q1 2022. 700 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

  • Buffington Mohr McNeal reported no remaining Markel Group position as of Q2 2023 after selling out during the quarter.
  • Buffington Mohr McNeal sold 851 Markel Group shares in Q2 2023, an estimated $1.09M.
  • Buffington Mohr McNeal first reported a position in Markel Group in Q2 2017 and held it in 24 quarters.
  • Buffington Mohr McNeal's Markel Group position peaked at $1.3M in Q1 2022.
  • 700 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on Buffington Mohr McNeal's 13F filing for Q2 2023, filed 25 Jul 2023.