Investment Management of Virginia’s Markel Group MKL Stock Holding History

Investment Management of Virginia’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
2023 Q1	$6.64M	Sell	5,196 -26	-0.5%	-$34.5K	1.26%	21
2022 Q4	$6.88M	Buy	5,222 +64	+1%	+$79.2K	1.35%	17
2022 Q3	$5.59M	Sell	5,158 -1	-0%	-$1.22K	1.21%	22
2022 Q2	$6.67M	Hold	5,159	–	–	1.37%	17
2022 Q1	$7.61M	Buy	5,159 +35	+0.7%	+$45.2K	1.34%	17
2021 Q4	$6.32M	Buy	5,124 +19	+0.4%	+$24K	1.02%	29
2021 Q3	$6.1M	Sell	5,105 -8	-0.2%	-$9.86K	1.17%	24
2021 Q2	$6.07M	Buy	+5,113	New	+$6.13M	1.17%	23

Other funds holding MKL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Investment Management of Virginia's MKL Position: Q1 2023 in Review

Investment Management of Virginia reduced its Markel Group (MKL) stake by 0.5% in Q1 2023, selling an estimated $34.5K and leaving 5,196 shares worth $6.64M. The position accounts for 1.26% of the portfolio, ranked #21.

Investment Management of Virginia first reported a position in MKL in Q2 2021 and has held it in 8 quarters since. The position peaked at $7.61M in Q1 2022. 675 funds tracked by Wall St. Rank hold MKL as of Q1 2023.

Investment Management of Virginia held 5,196 shares of Markel Group worth $6.64M as of Q1 2023.
Investment Management of Virginia sold 26 Markel Group shares in Q1 2023, an estimated $34.5K.
Markel Group made up 1.26% of Investment Management of Virginia's portfolio in Q1 2023, its #21 holding.
Investment Management of Virginia first reported a position in Markel Group in Q2 2021 and has held it in 8 quarters since.
Investment Management of Virginia's Markel Group position peaked at $7.61M in Q1 2022.
675 funds tracked by Wall St. Rank held Markel Group as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.