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Heritage Financial Services’s Markel Group MKL Stock Holding History

Heritage Financial Services’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 		– Sell
-2
Closed -$2K – 310
2022
Q2 		$2K Buy
+2
New +$2.74K ﹤0.01% 420

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Principal Financial Group
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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

Heritage Financial Services's MKL Position: Q3 2022 in Review

Heritage Financial Services sold out of Markel Group (MKL) in Q3 2022, closing a stake of 2 shares — an estimated $2K sold.

Heritage Financial Services first reported a position in MKL in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

  • Heritage Financial Services reported no remaining Markel Group position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 2 Markel Group shares in Q3 2022, an estimated $2K.
  • Heritage Financial Services first reported a position in Markel Group in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Markel Group position peaked at $2K in Q2 2022.
  • 636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.