JNBA Financial Advisors’s Markel Group MKL Stock Holding History

JNBA Financial 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 Q2	–	Sell	-15	Closed	-$22K	–	738
2022 Q1	$22K	Sell	15 -3	-17%	-$3.88K	﹤0.01%	390
2021 Q4	$22K	Buy	+18	New	+$22.7K	﹤0.01%	403
2018 Q4	–	Sell	-501	Closed	-$595K	–	653
2018 Q3	$595K	Buy	+501	New	+$590K	0.27%	69
2016 Q4	–	Sell	-43	Closed	-$40K	–	992
2016 Q3	$40K	Buy	+43	New	+$40.1K	0.01%	589

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

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JNBA Financial Advisors's MKL Position: Q2 2022 in Review

JNBA Financial Advisors sold out of Markel Group (MKL) in Q2 2022, closing a stake of 15 shares — an estimated $22K sold.

JNBA Financial Advisors first reported a position in MKL in Q3 2016 and held it in 4 quarters. The position peaked at $595K in Q3 2018. 640 funds tracked by Wall St. Rank hold MKL as of Q2 2022.

JNBA Financial Advisors reported no remaining Markel Group position as of Q2 2022 after selling out during the quarter.
JNBA Financial Advisors sold 15 Markel Group shares in Q2 2022, an estimated $22K.
JNBA Financial Advisors first reported a position in Markel Group in Q3 2016 and held it in 4 quarters.
JNBA Financial Advisors's Markel Group position peaked at $595K in Q3 2018.
640 funds tracked by Wall St. Rank held Markel Group as of Q2 2022.

Based on JNBA Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.