Duality Advisers’s Markel Group MKL Stock Holding History

Duality 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
2022 Q4	–	Sell	-3,589	Closed	-$3.89M	–	702
2022 Q3	$3.89M	Buy	3,589 +3,433	+2,201%	+$4.19M	0.42%	60
2022 Q2	$202K	Buy	+156	New	+$214K	0.02%	567

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

Duality Advisers's MKL Position: Q4 2022 in Review

Duality Advisers sold out of Markel Group (MKL) in Q4 2022, closing a stake of 3,589 shares — an estimated $3.89M sold.

Duality Advisers first reported a position in MKL in Q2 2022 and held it in 2 quarters. The position peaked at $3.89M in Q3 2022. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

Duality Advisers reported no remaining Markel Group position as of Q4 2022 after selling out during the quarter.
Duality Advisers sold 3,589 Markel Group shares in Q4 2022, an estimated $3.89M.
Duality Advisers first reported a position in Markel Group in Q2 2022 and held it in 2 quarters.
Duality Advisers's Markel Group position peaked at $3.89M in Q3 2022.
674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on Duality Advisers's 13F filing for Q4 2022, filed 7 Feb 2023.