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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

D'Orazio & Associates's MKL Position: Q4 2021 in Review

D'Orazio & Associates sold out of Markel Group (MKL) in Q4 2021, closing a stake of 50 shares — an estimated $60K sold.

D'Orazio & Associates first reported a position in MKL in Q1 2016 and held it in 23 quarters. The position peaked at $60K in Q3 2021. 639 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

  • D'Orazio & Associates reported no remaining Markel Group position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 50 Markel Group shares in Q4 2021, an estimated $60K.
  • D'Orazio & Associates first reported a position in Markel Group in Q1 2016 and held it in 23 quarters.
  • D'Orazio & Associates's Markel Group position peaked at $60K in Q3 2021.
  • 639 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.