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Kore Private Wealth’s Markel Group MKL Stock Holding History

Kore Private Wealth’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
-170
Closed -$203K – 409
2021
Q3 		$203K Hold
170
– – 0.02% 425
2021
Q2 		$202K Buy
+170
New +$204K 0.02% 394
2020
Q3 		– Sell
-8
Closed -$7K – 765
2020
Q2 		$7K Buy
8
+7
+700% +$6.36K ﹤0.01% 857
2020
Q1 		$1K Sell
1
-108
-99% -$123K ﹤0.01% 1004
2019
Q4 		$125K Buy
+109
New +$124K 0.02% 324
2019
Q1 		– Sell
-8
Closed -$8K – 958
2018
Q4 		$8K Buy
+8
New +$8.75K ﹤0.01% 602

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Kore Private Wealth's MKL Position: Q4 2021 in Review

Kore Private Wealth sold out of Markel Group (MKL) in Q4 2021, closing a stake of 170 shares — an estimated $203K sold.

Kore Private Wealth first reported a position in MKL in Q4 2018 and held it in 6 quarters. The position peaked at $203K in Q3 2021. 639 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

  • Kore Private Wealth reported no remaining Markel Group position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 170 Markel Group shares in Q4 2021, an estimated $203K.
  • Kore Private Wealth first reported a position in Markel Group in Q4 2018 and held it in 6 quarters.
  • Kore Private Wealth's Markel Group position peaked at $203K in Q3 2021.
  • 639 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.