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 $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Dougherty Wealth Advisers's MKL Position: Q1 2024 in Review

Dougherty Wealth Advisers sold out of Markel Group (MKL) in Q1 2024, closing a stake of 16 shares — an estimated $22.7K sold.

Dougherty Wealth Advisers first reported a position in MKL in Q4 2018 and held it in 21 quarters. The position peaked at $93K in Q3 2019. 746 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

Dougherty Wealth Advisers reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
Dougherty Wealth Advisers sold 16 Markel Group shares in Q1 2024, an estimated $22.7K.
Dougherty Wealth Advisers first reported a position in Markel Group in Q4 2018 and held it in 21 quarters.
Dougherty Wealth Advisers's Markel Group position peaked at $93K in Q3 2019.
746 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2024, filed 26 Apr 2024.