MACRO Consulting Group’s Markel Group MKL Stock Holding History

MACRO Consulting Group’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 Q2	$326K	Buy	275 +5	+2%	+$5.99K	0.17%	89
2021 Q1	$308K	Buy	270 +40	+17%	+$43.1K	0.17%	89
2020 Q4	$236K	Buy	230 +3	+1%	+$2.99K	0.14%	98
2020 Q3	$216K	Buy	227 +5	+2%	+$5.08K	0.14%	90
2020 Q2	$204K	Sell	222 -2,842	-93%	-$2.58M	0.14%	89
2020 Q1	$2.56M	Sell	3,064 -544	-15%	-$622K	1.97%	10
2019 Q4	$4.12M	Buy	3,608 +10	+0.3%	+$11.4K	3.25%	6
2019 Q3	$4.25M	Sell	3,598 -1,396	-28%	-$1.59M	3.62%	6
2019 Q2	$5.44M	Buy	+4,994	New	+$5.23M	4.67%	4

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

MACRO Consulting Group's MKL Position: Q2 2021 in Review

MACRO Consulting Group increased its Markel Group (MKL) stake by 1.9% in Q2 2021, buying an estimated $5.99K and bringing the position to 275 shares worth $326K. The position accounts for 0.17% of the portfolio, ranked #89.

MACRO Consulting Group first reported a position in MKL in Q2 2019 and has held it in 9 quarters since. The position peaked at $5.44M in Q2 2019. 588 funds tracked by Wall St. Rank hold MKL as of Q2 2021.

MACRO Consulting Group held 275 shares of Markel Group worth $326K as of Q2 2021.
MACRO Consulting Group bought 5 Markel Group shares in Q2 2021, an estimated $5.99K.
Markel Group made up 0.17% of MACRO Consulting Group's portfolio in Q2 2021, its #89 holding.
MACRO Consulting Group first reported a position in Markel Group in Q2 2019 and has held it in 9 quarters since.
MACRO Consulting Group's Markel Group position peaked at $5.44M in Q2 2019.
588 funds tracked by Wall St. Rank held Markel Group as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.