D'Orazio & Associates’s Markel Group MKL Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-50	Closed	-$60K	–	460
2021 Q3	$60K	Hold	50	–	–	0.01%	182
2021 Q2	$59K	Hold	50	–	–	0.02%	157
2021 Q1	$57K	Hold	50	–	–	0.02%	157
2020 Q4	$52K	Hold	50	–	–	0.02%	152
2020 Q3	$49K	Hold	50	–	–	0.02%	142
2020 Q2	$46K	Hold	50	–	–	0.02%	148
2020 Q1	$46K	Hold	50	–	–	0.02%	130
2019 Q4	$57K	Hold	50	–	–	0.02%	137
2019 Q3	$59K	Hold	50	–	–	0.02%	133
2019 Q2	$54K	Hold	50	–	–	0.02%	137
2019 Q1	$50K	Hold	50	–	–	0.01%	143
2018 Q4	$52K	Hold	50	–	–	0.02%	123
2018 Q3	$59K	Hold	50	–	–	0.02%	118
2018 Q2	$54K	Hold	50	–	–	0.02%	125
2018 Q1	$59K	Hold	50	–	–	0.02%	105
2017 Q4	$57K	Hold	50	–	–	0.02%	116
2017 Q3	$53K	Hold	50	–	–	0.02%	107
2017 Q2	$49K	Hold	50	–	–	0.02%	125
2017 Q1	$49K	Hold	50	–	–	0.02%	120
2016 Q4	$45K	Hold	50	–	–	0.02%	118
2016 Q3	$46K	Hold	50	–	–	0.02%	112
2016 Q2	$48K	Hold	50	–	–	0.02%	114
2016 Q1	$44K	Buy	+50	New	+$43K	0.02%	125

Other funds holding MKL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baillie Gifford & Co

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

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

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

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

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return