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Financial Management Professionals’s Markel Group MKL Stock Holding History

Financial Management Professionals’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
Q4 		– Sell
-73
Closed -$87K – 1037
2021
Q3 		$87K Hold
73
– – 0.02% 171
2021
Q2 		$87K Buy
73
+3
+4% +$3.6K 0.02% 168
2021
Q1 		$80K Buy
70
+1
+1% +$1.08K 0.02% 163
2020
Q4 		$71K Sell
69
-3
-4% -$2.99K 0.02% 170
2020
Q3 		$70K Sell
72
-16
-18% -$16.3K 0.03% 155
2020
Q2 		$81K Buy
+88
New +$80K 0.03% 127

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
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
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Financial Management Professionals's MKL Position: Q4 2021 in Review

Financial Management Professionals sold out of Markel Group (MKL) in Q4 2021, closing a stake of 73 shares — an estimated $87K sold.

Financial Management Professionals first reported a position in MKL in Q2 2020 and held it in 6 quarters. The position peaked at $87K in Q3 2021. 639 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

  • Financial Management Professionals reported no remaining Markel Group position as of Q4 2021 after selling out during the quarter.
  • Financial Management Professionals sold 73 Markel Group shares in Q4 2021, an estimated $87K.
  • Financial Management Professionals first reported a position in Markel Group in Q2 2020 and held it in 6 quarters.
  • Financial Management Professionals's Markel Group position peaked at $87K in Q3 2021.
  • 639 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on Financial Management Professionals's 13F filing for Q4 2021, filed 28 Jan 2022.