Certuity’s Markel Group MKL Stock Holding History

Certuity’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 Q1	–	Sell	-203	Closed	-$251K	–	317
2021 Q4	$251K	Hold	203	–	–	0.05%	245
2021 Q3	$243K	Buy	+203	New	+$250K	0.05%	321

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

DSA

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

Certuity's MKL Position: Q1 2022 in Review

Certuity sold out of Markel Group (MKL) in Q1 2022, closing a stake of 203 shares — an estimated $251K sold.

Certuity first reported a position in MKL in Q3 2021 and held it in 2 quarters. The position peaked at $251K in Q4 2021. 638 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

Certuity reported no remaining Markel Group position as of Q1 2022 after selling out during the quarter.
Certuity sold 203 Markel Group shares in Q1 2022, an estimated $251K.
Certuity first reported a position in Markel Group in Q3 2021 and held it in 2 quarters.
Certuity's Markel Group position peaked at $251K in Q4 2021.
638 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on Certuity's 13F filing for Q1 2022, filed 6 May 2022.