Cresta Advisors’s Markel Group MKL Stock Holding History

Cresta 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
2023 Q1	–	Sell	-316	Closed	-$416K	–	41
2022 Q4	$416K	Buy	316 +110	+53%	+$136K	0.36%	24
2022 Q3	$223K	Buy	+206	New	+$251K	0.28%	30

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSA

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

Cresta Advisors's MKL Position: Q1 2023 in Review

Cresta Advisors sold out of Markel Group (MKL) in Q1 2023, closing a stake of 316 shares — an estimated $416K sold.

Cresta Advisors first reported a position in MKL in Q3 2022 and held it in 2 quarters. The position peaked at $416K in Q4 2022. 674 funds tracked by Wall St. Rank hold MKL as of Q1 2023.

Cresta Advisors reported no remaining Markel Group position as of Q1 2023 after selling out during the quarter.
Cresta Advisors sold 316 Markel Group shares in Q1 2023, an estimated $416K.
Cresta Advisors first reported a position in Markel Group in Q3 2022 and held it in 2 quarters.
Cresta Advisors's Markel Group position peaked at $416K in Q4 2022.
674 funds tracked by Wall St. Rank held Markel Group as of Q1 2023.

Based on Cresta Advisors's 13F filing for Q1 2023, filed 12 May 2023.