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Dixon Hughes Goodman Wealth Advisors’s Markel Group MKL Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$6K Hold
4
– – ﹤0.01% 576
2021
Q4 		$5K Buy
+4
New +$5.05K ﹤0.01% 551

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
Berkshire Hathaway
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
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
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

Dixon Hughes Goodman Wealth Advisors's MKL Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Markel Group (MKL) position steady in Q1 2022 at 4 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Dixon Hughes Goodman Wealth Advisors first reported a position in MKL in Q4 2021 and has held it in 2 quarters since. 638 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 4 shares of Markel Group worth $6K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Markel Group share count unchanged in Q1 2022.
  • Markel Group made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #576 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Markel Group in Q4 2021 and has held it in 2 quarters since.
  • 638 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.