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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Community Bank's MKL Position: Q1 2024 in Review

Community Bank sold out of Markel Group (MKL) in Q1 2024, closing a stake of 33 shares — an estimated $46.9K sold.

Community Bank first reported a position in MKL in Q4 2015 and held it in 18 quarters. The position peaked at $120K in Q3 2021. 746 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

Community Bank reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
Community Bank sold 33 Markel Group shares in Q1 2024, an estimated $46.9K.
Community Bank first reported a position in Markel Group in Q4 2015 and held it in 18 quarters.
Community Bank's Markel Group position peaked at $120K in Q3 2021.
746 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Community Bank's 13F filing for Q1 2024, filed 15 May 2024.