CWA
MKL icon

Clearview Wealth Advisors’s Markel Group MKL Stock Holding History

Clearview Wealth Advisors’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
Q4 		– Sell
-1
Closed -$1K – 720
2021
Q3 		$1K Hold
1
– – ﹤0.01% 625
2021
Q2 		$1K Hold
1
– – ﹤0.01% 617
2021
Q1 		$1K Hold
1
– – ﹤0.01% 586
2020
Q4 		$1K Buy
+1
New +$997 ﹤0.01% 549

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Clearview Wealth Advisors's MKL Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Markel Group (MKL) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Clearview Wealth Advisors first reported a position in MKL in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 637 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Markel Group position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1 Markel Group share in Q4 2021, an estimated $1K.
  • Clearview Wealth Advisors first reported a position in Markel Group in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Markel Group position peaked at $1K in Q3 2021.
  • 637 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.