Cordasco Financial Network’s Markel Group MKL Stock Holding History

Cordasco Financial Network’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 Q2	$50K	Hold	39	–	–	0.04%	191
2022 Q1	$58K	Hold	39	–	–	0.04%	178
2021 Q4	$48K	Hold	39	–	–	0.03%	210
2021 Q3	$47K	Hold	39	–	–	0.03%	209
2021 Q2	$46K	Hold	39	–	–	0.03%	213
2021 Q1	$44K	Hold	39	–	–	0.03%	210
2020 Q4	$40K	Hold	39	–	–	0.03%	192
2020 Q3	$38K	Hold	39	–	–	0.03%	187
2020 Q2	$36K	Hold	39	–	–	0.03%	176
2020 Q1	$36K	Hold	39	–	–	0.04%	153
2019 Q4	$45K	Hold	39	–	–	0.04%	151
2019 Q3	$46K	Hold	39	–	–	0.04%	144
2019 Q2	$42K	Buy	39 +6	+18%	+$6.29K	0.04%	150
2019 Q1	$33K	Hold	33	–	–	0.03%	183
2018 Q4	$34K	Hold	33	–	–	0.04%	159
2018 Q3	$39K	Hold	33	–	–	0.04%	157
2018 Q2	$36K	Buy	+33	New	+$37.3K	0.04%	165

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

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

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

Cordasco Financial Network's MKL Position: Q2 2022 in Review

Cordasco Financial Network held its Markel Group (MKL) position steady in Q2 2022 at 39 shares worth $50K. The position accounts for 0.04% of the portfolio, ranked #191.

Cordasco Financial Network first reported a position in MKL in Q2 2018 and has held it in 17 quarters since. The position peaked at $58K in Q1 2022. 641 funds tracked by Wall St. Rank hold MKL as of Q2 2022.

Cordasco Financial Network held 39 shares of Markel Group worth $50K as of Q2 2022.
Cordasco Financial Network left its Markel Group share count unchanged in Q2 2022.
Markel Group made up 0.04% of Cordasco Financial Network's portfolio in Q2 2022, its #191 holding.
Cordasco Financial Network first reported a position in Markel Group in Q2 2018 and has held it in 17 quarters since.
Cordasco Financial Network's Markel Group position peaked at $58K in Q1 2022.
641 funds tracked by Wall St. Rank held Markel Group as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.