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H.L. Ormond & Company’s Markel Group MKL Stock Holding History

H.L. Ormond & Company’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 		$849K Sell
783
-11
-1% -$13.4K 1.36% 24
2022
Q2 		$1.03M Sell
794
-24
-3% -$32.9K 1.66% 12
2022
Q1 		$1.21M Sell
818
-8
-1% -$10.3K 1.47% 15
2021
Q4 		$1.05M Buy
+826
New +$1.04M 1.23% 27

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

H.L. Ormond & Company's MKL Position: Q3 2022 in Review

H.L. Ormond & Company reduced its Markel Group (MKL) stake by 1.4% in Q3 2022, selling an estimated $13.4K and leaving 783 shares worth $849K. The position accounts for 1.36% of the portfolio, ranked #24.

H.L. Ormond & Company first reported a position in MKL in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.21M in Q1 2022. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

  • H.L. Ormond & Company held 783 shares of Markel Group worth $849K as of Q3 2022.
  • H.L. Ormond & Company sold 11 Markel Group shares in Q3 2022, an estimated $13.4K.
  • Markel Group made up 1.36% of H.L. Ormond & Company's portfolio in Q3 2022, its #24 holding.
  • H.L. Ormond & Company first reported a position in Markel Group in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Markel Group position peaked at $1.21M in Q1 2022.
  • 636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.