CB
MKL icon

Community Bank’s Markel Group MKL Stock Holding History

Community Bank’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
2024
Q1 		– Sell
-33
Closed -$46.9K – 429
2023
Q4 		$46.9K Hold
33
– – 0.01% 276
2023
Q3 		$48.6K Hold
33
– – 0.01% 275
2023
Q2 		$45.6K Hold
33
– – 0.01% 285
2023
Q1 		$42.2K Hold
33
– – 0.01% 293
2022
Q4 		$43.5K Hold
33
– – 0.01% 293
2022
Q3 		$36K Hold
33
– – 0.01% 299
2022
Q2 		$43K Hold
33
– – 0.01% 297
2022
Q1 		$49K Hold
33
– – 0.01% 297
2021
Q4 		$41K Sell
33
-67
-67% -$84.5K ﹤0.01% 315
2021
Q3 		$120K Hold
100
– – 0.01% 267
2021
Q2 		$119K Hold
100
– – 0.01% 268
2021
Q1 		$114K Hold
100
– – 0.01% 267
2020
Q4 		$103K Hold
100
– – 0.01% 268
2020
Q3 		$97K Hold
100
– – 0.01% 269
2020
Q2 		$92K Hold
100
– – 0.02% 269
2020
Q1 		$93K Hold
100
– – 0.02% 240
2019
Q4 		$114K Buy
+100
New +$114K 0.02% 244
2016
Q1 		– Sell
-5
Closed -$4K – 465
2015
Q4 		$4K Buy
+5
New +$4.35K ﹤0.01% 417

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return