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Homrich & Berg’s Markel Group MKL Stock Holding History

Homrich & Berg’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
Q3 		$250K Buy
+209
New +$258K 0.01% 396
2018
Q1 		– Sell
-178
Closed -$203K – 349
2017
Q4 		$203K Buy
+178
New +$195K 0.01% 319

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
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
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Homrich & Berg's MKL Position: Q3 2021 in Review

Homrich & Berg opened a new position in Markel Group (MKL) in Q3 2021: 209 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Homrich & Berg previously reported a position in MKL as recently as Q4 2017.

Homrich & Berg first reported a position in MKL in Q4 2017 and has held it in 2 quarters since. 592 funds tracked by Wall St. Rank hold MKL as of Q3 2021.

  • Homrich & Berg held 209 shares of Markel Group worth $250K as of Q3 2021.
  • Markel Group was a new Homrich & Berg position in Q3 2021.
  • Markel Group made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #396 holding.
  • Homrich & Berg first reported a position in Markel Group in Q4 2017 and has held it in 2 quarters since.
  • 592 funds tracked by Wall St. Rank held Markel Group as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.