First City Capital Management’s Markel Group MKL Stock Holding History

First City Capital Management’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	-175	Closed	-$209K	–	171
2021 Q3	$209K	Hold	175	–	–	0.12%	162
2021 Q2	$224K	Hold	175	–	–	0.12%	158
2021 Q1	$206K	Buy	+175	New	+$189K	0.12%	160
2020 Q4	–	Sell	-310	Closed	-$307K	–	187
2020 Q3	$307K	Buy	+310	New	+$315K	0.11%	153
2020 Q1	–	Sell	-200	Closed	-$229K	–	129
2019 Q4	$229K	Sell	200 -1	-0.5%	-$1.14K	0.16%	130
2019 Q3	$238K	Buy	+201	New	+$228K	0.17%	123
2019 Q2	–	Sell	-201	Closed	-$200K	–	137
2019 Q1	$200K	Buy	+201	New	+$204K	0.14%	134

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

DSA

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

DDC

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

First City Capital Management's MKL Position: Q4 2021 in Review

First City Capital Management sold out of Markel Group (MKL) in Q4 2021, closing a stake of 175 shares — an estimated $209K sold.

First City Capital Management first reported a position in MKL in Q1 2019 and held it in 7 quarters. The position peaked at $307K in Q3 2020. 637 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

First City Capital Management reported no remaining Markel Group position as of Q4 2021 after selling out during the quarter.
First City Capital Management sold 175 Markel Group shares in Q4 2021, an estimated $209K.
First City Capital Management first reported a position in Markel Group in Q1 2019 and held it in 7 quarters.
First City Capital Management's Markel Group position peaked at $307K in Q3 2020.
637 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on First City Capital Management's 13F filing for Q4 2021, filed 7 Feb 2022.