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Graves Light Lenhart Wealth’s Markel Group MKL Stock Holding History

Graves Light Lenhart Wealth’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
Q1 		– Sell
-88
Closed -$109K – 720
2021
Q4 		$109K Hold
88
– – 0.02% 280
2021
Q3 		$105K Hold
88
– – 0.02% 268
2021
Q2 		$104K Sell
88
-20
-19% -$24K 0.02% 273
2021
Q1 		$123K Buy
108
+16
+17% +$17.3K 0.02% 240
2020
Q4 		$95K Buy
+92
New +$91.7K 0.02% 273

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
Berkshire Hathaway
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Graves Light Lenhart Wealth's MKL Position: Q1 2022 in Review

Graves Light Lenhart Wealth sold out of Markel Group (MKL) in Q1 2022, closing a stake of 88 shares — an estimated $109K sold.

Graves Light Lenhart Wealth first reported a position in MKL in Q4 2020 and held it in 5 quarters. The position peaked at $123K in Q1 2021. 638 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

  • Graves Light Lenhart Wealth reported no remaining Markel Group position as of Q1 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 88 Markel Group shares in Q1 2022, an estimated $109K.
  • Graves Light Lenhart Wealth first reported a position in Markel Group in Q4 2020 and held it in 5 quarters.
  • Graves Light Lenhart Wealth's Markel Group position peaked at $123K in Q1 2021.
  • 638 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2022, filed 13 May 2022.