Financial Consulate’s Markel Group MKL Stock Holding History

Financial Consulate’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 Q3	–	Sell	-264	Closed	-$341K	–	123
2022 Q2	$341K	Buy	264 +1	+0.4%	+$1.37K	0.16%	83
2022 Q1	$388K	Buy	263 +6	+2%	+$7.75K	0.15%	84
2021 Q4	$317K	Sell	257 -64	-20%	-$80.8K	0.11%	104
2021 Q3	$384K	Buy	321 +36	+13%	+$44.4K	0.14%	80
2021 Q2	$338K	Buy	285 +35	+14%	+$42K	0.12%	87
2021 Q1	$285K	Buy	250 +46	+23%	+$49.6K	0.12%	89
2020 Q4	$211K	Buy	+204	New	+$203K	0.09%	100

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Financial Consulate's MKL Position: Q3 2022 in Review

Financial Consulate sold out of Markel Group (MKL) in Q3 2022, closing a stake of 264 shares — an estimated $341K sold.

Financial Consulate first reported a position in MKL in Q4 2020 and held it in 7 quarters. The position peaked at $388K in Q1 2022. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

Financial Consulate reported no remaining Markel Group position as of Q3 2022 after selling out during the quarter.
Financial Consulate sold 264 Markel Group shares in Q3 2022, an estimated $341K.
Financial Consulate first reported a position in Markel Group in Q4 2020 and held it in 7 quarters.
Financial Consulate's Markel Group position peaked at $388K in Q1 2022.
636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on Financial Consulate's 13F filing for Q3 2022, filed 20 Oct 2022.