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IndexIQ Advisors’s Markel Group MKL Stock Holding History

IndexIQ 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
2022
Q1 		$6K Sell
4
-2,560
-100% -$3.31M ﹤0.01% 1248
2021
Q4 		$3.16M Buy
2,564
+65
+3% +$82K 0.11% 175
2021
Q3 		$2.99M Sell
2,499
-36
-1% -$44.4K 0.1% 188
2021
Q2 		$3.01M Sell
2,535
-13
-0.5% -$15.6K 0.1% 184
2021
Q1 		$2.9M Buy
+2,548
New +$2.75M 0.1% 191

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

IndexIQ Advisors's MKL Position: Q1 2022 in Review

IndexIQ Advisors reduced its Markel Group (MKL) stake by 100% in Q1 2022, selling an estimated $3.31M and leaving 4 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

IndexIQ Advisors first reported a position in MKL in Q1 2021 and has held it in 5 quarters since. The position peaked at $3.16M in Q4 2021. 638 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

  • IndexIQ Advisors held 4 shares of Markel Group worth $6K as of Q1 2022.
  • IndexIQ Advisors sold 2,560 Markel Group shares in Q1 2022, an estimated $3.31M.
  • Markel Group made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1248 holding.
  • IndexIQ Advisors first reported a position in Markel Group in Q1 2021 and has held it in 5 quarters since.
  • IndexIQ Advisors's Markel Group position peaked at $3.16M in Q4 2021.
  • 638 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.