Farr Miller & Washington’s Markel Group MKL Stock Holding History

Farr Miller & Washington’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 Q3	$1.24M	Buy	1,038 +93	+10%	+$115K	0.08%	93
2021 Q2	$1.12M	Buy	945 +90	+11%	+$108K	0.07%	93
2021 Q1	$974K	Buy	855 +15	+2%	+$16.2K	0.07%	97
2020 Q4	$868K	Buy	840 +30	+4%	+$29.9K	0.07%	97
2020 Q3	$788K	Buy	810 +43	+6%	+$43.7K	0.07%	94
2020 Q2	$708K	Sell	767 -15	-2%	-$13.6K	0.06%	95
2020 Q1	$725K	Sell	782 -1	-0.1%	-$1.14K	0.07%	80
2019 Q4	$895K	Buy	783 +84	+12%	+$95.7K	0.06%	80
2019 Q3	$826K	Buy	699 +91	+15%	+$103K	0.07%	78
2019 Q2	$662K	Buy	608 +20	+3%	+$21K	0.05%	85
2019 Q1	$586K	Sell	588 -40	-6%	-$40.6K	0.05%	87
2018 Q4	$652K	Buy	628 +25	+4%	+$27.3K	0.06%	79
2018 Q3	$717K	Buy	603 +10	+2%	+$11.8K	0.06%	75
2018 Q2	$643K	Buy	593 +7	+1%	+$7.91K	0.06%	78
2018 Q1	$686K	Buy	586 +20	+4%	+$22.5K	0.06%	79
2017 Q4	$645K	Hold	566	–	–	0.06%	82
2017 Q3	$604K	Sell	566 -300	-35%	-$310K	0.06%	82
2017 Q2	$845K	Buy	866 +383	+79%	+$372K	0.08%	69
2017 Q1	$471K	Sell	483 -20	-4%	-$18.9K	0.05%	79
2016 Q4	$455K	Hold	503	–	–	0.05%	85
2016 Q3	$467K	Buy	503 +20	+4%	+$18.7K	0.05%	82
2016 Q2	$460K	Buy	483 +15	+3%	+$14K	0.05%	83
2016 Q1	$417K	Buy	468 +15	+3%	+$12.9K	0.05%	88
2015 Q4	$400K	Buy	453 +5	+1%	+$4.35K	0.05%	89
2015 Q3	$359K	Hold	448	–	–	0.05%	91
2015 Q2	$359K	Buy	448 +80	+22%	+$62.2K	0.04%	97
2015 Q1	$283K	Sell	368 -15	-4%	-$10.8K	0.03%	114
2014 Q4	$262K	Hold	383	–	–	0.03%	111
2014 Q3	$244K	Hold	383	–	–	0.03%	110
2014 Q2	$251K	Hold	383	–	–	0.03%	124
2014 Q1	$228K	Sell	383 -121	-24%	-$68.9K	0.03%	117
2013 Q4	$292K	Sell	504 -60	-11%	-$32.6K	0.04%	98
2013 Q3	$292K	Sell	564 -17	-3%	-$8.93K	0.05%	95
2013 Q2	$306K	Buy	+581	New	+$304K	0.05%	94

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Farr Miller & Washington's MKL Position: Q3 2021 in Review

Farr Miller & Washington increased its Markel Group (MKL) stake by 9.8% in Q3 2021, buying an estimated $115K and bringing the position to 1,038 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #93.

Farr Miller & Washington first reported a position in MKL in Q2 2013 and has held it in 34 quarters since. 592 funds tracked by Wall St. Rank hold MKL as of Q3 2021.

Farr Miller & Washington held 1,038 shares of Markel Group worth $1.24M as of Q3 2021.
Farr Miller & Washington bought 93 Markel Group shares in Q3 2021, an estimated $115K.
Markel Group made up 0.08% of Farr Miller & Washington's portfolio in Q3 2021, its #93 holding.
Farr Miller & Washington first reported a position in Markel Group in Q2 2013 and has held it in 34 quarters since.
592 funds tracked by Wall St. Rank held Markel Group as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.