Dougherty Wealth Advisers’s Markel Group MKL Stock Holding History

Dougherty Wealth Advisers’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
2024 Q1	–	Sell	-16	Closed	-$22.7K	–	123
2023 Q4	$22.7K	Hold	16	–	–	0.02%	108
2023 Q3	$23.6K	Hold	16	–	–	0.03%	101
2023 Q2	$22.1K	Hold	16	–	–	0.03%	107
2023 Q1	$20.4K	Sell	16 -15	-48%	-$19.9K	0.03%	111
2022 Q4	$40.8K	Hold	31	–	–	0.07%	91
2022 Q3	$34K	Hold	31	–	–	0.07%	92
2022 Q2	$40K	Hold	31	–	–	0.07%	89
2022 Q1	$46K	Hold	31	–	–	0.07%	95
2021 Q4	$38K	Hold	31	–	–	0.05%	108
2021 Q3	$37K	Hold	31	–	–	0.06%	108
2021 Q2	$37K	Sell	31 -32	-51%	-$38.4K	0.05%	106
2021 Q1	$72K	Hold	63	–	–	0.11%	79
2020 Q4	$65K	Hold	63	–	–	0.1%	83
2020 Q3	$61K	Sell	63 -16	-20%	-$16.3K	0.21%	83
2020 Q2	$73K	Hold	79	–	–	0.27%	72
2020 Q1	$73K	Hold	79	–	–	0.29%	69
2019 Q4	$90K	Hold	79	–	–	0.28%	72
2019 Q3	$93K	Hold	79	–	–	0.31%	68
2019 Q2	$86K	Hold	79	–	–	0.24%	81
2019 Q1	$79K	Hold	79	–	–	0.27%	70
2018 Q4	$80K	Buy	+79	New	+$86.4K	0.26%	71

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

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

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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