FA
MKL icon

Fortis Advisors’s Markel Group MKL Stock Holding History

Fortis Advisors’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
2023
Q2 		– Sell
-9
Closed -$11.5K – 184
2023
Q1 		$11.5K Hold
9
– – 0.01% 205
2022
Q4 		$11.9K Hold
9
– – 0.01% 202
2022
Q3 		$10K Sell
9
-5
-36% -$6.1K 0.01% 202
2022
Q2 		$18K Hold
14
– – 0.01% 202
2022
Q1 		$21K Hold
14
– – 0.01% 217
2021
Q4 		$17K Buy
14
+5
+56% +$6.31K 0.01% 203
2021
Q3 		$11K Buy
+9
New +$11.1K 0.01% 218

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Fortis Advisors's MKL Position: Q2 2023 in Review

Fortis Advisors sold out of Markel Group (MKL) in Q2 2023, closing a stake of 9 shares — an estimated $11.5K sold.

Fortis Advisors first reported a position in MKL in Q3 2021 and held it in 7 quarters. The position peaked at $21K in Q1 2022. 699 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

  • Fortis Advisors reported no remaining Markel Group position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 9 Markel Group shares in Q2 2023, an estimated $11.5K.
  • Fortis Advisors first reported a position in Markel Group in Q3 2021 and held it in 7 quarters.
  • Fortis Advisors's Markel Group position peaked at $21K in Q1 2022.
  • 699 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.