IBEX Wealth Advisors’s Markel Group MKL Stock Holding History

IBEX Wealth 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
2021 Q4	–	Sell	-2	Closed	-$3K	–	334
2021 Q3	$3K	Buy	+2	New	+$2.47K	﹤0.01%	421

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

IBEX Wealth Advisors's MKL Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Markel Group (MKL) in Q4 2021, closing a stake of 2 shares — an estimated $3K sold.

IBEX Wealth Advisors first reported a position in MKL in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 637 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

IBEX Wealth Advisors reported no remaining Markel Group position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 2 Markel Group shares in Q4 2021, an estimated $3K.
IBEX Wealth Advisors first reported a position in Markel Group in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Markel Group position peaked at $3K in Q3 2021.
637 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.