DZ Bank’s Markel Group MKL Stock Holding History

DZ Bank’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	-26	Closed	-$28.2K	–	1072
2022 Q3	$28.2K	Buy	+26	New	+$31.7K	﹤0.01%	979
2022 Q1	–	Sell	-104	Closed	-$129K	–	1087
2021 Q4	$129K	Buy	+104	New	+$131K	﹤0.01%	990
2020 Q4	–	Sell	-350	Closed	-$339K	–	893
2020 Q3	$339K	Hold	350	–	–	﹤0.01%	645
2020 Q2	$318K	Hold	350	–	–	﹤0.01%	630
2020 Q1	$331K	Buy	+350	New	+$400K	﹤0.01%	615
2019 Q4	–	Sell	-300	Closed	-$356K	–	773
2019 Q3	$356K	Hold	300	–	–	﹤0.01%	618
2019 Q2	$321K	Sell	300 -325	-52%	-$341K	﹤0.01%	633
2019 Q1	$623K	Buy	+625	New	+$635K	﹤0.01%	569

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

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

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

DZ Bank's MKL Position: Q4 2022 in Review

DZ Bank sold out of Markel Group (MKL) in Q4 2022, closing a stake of 26 shares — an estimated $28.2K sold.

DZ Bank first reported a position in MKL in Q1 2019 and held it in 8 quarters. The position peaked at $623K in Q1 2019. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

DZ Bank reported no remaining Markel Group position as of Q4 2022 after selling out during the quarter.
DZ Bank sold 26 Markel Group shares in Q4 2022, an estimated $28.2K.
DZ Bank first reported a position in Markel Group in Q1 2019 and held it in 8 quarters.
DZ Bank's Markel Group position peaked at $623K in Q1 2019.
674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on DZ Bank's 13F filing for Q4 2022, filed 14 Feb 2023.