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Marino Stram & Associates’s Markel Group MKL Stock Holding History

Marino Stram & Associates’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
Q3 		– Sell
-480
Closed -$570K – 232
2021
Q2 		$570K Buy
+480
New +$575K 0.15% 115

Other funds holding MKL

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
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
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Marino Stram & Associates's MKL Position: Q3 2021 in Review

Marino Stram & Associates sold out of Markel Group (MKL) in Q3 2021, closing a stake of 480 shares — an estimated $570K sold.

Marino Stram & Associates first reported a position in MKL in Q2 2021 and held it in 1 quarter. The position peaked at $570K in Q2 2021. 592 funds tracked by Wall St. Rank hold MKL as of Q3 2021.

  • Marino Stram & Associates reported no remaining Markel Group position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 480 Markel Group shares in Q3 2021, an estimated $570K.
  • Marino Stram & Associates first reported a position in Markel Group in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's Markel Group position peaked at $570K in Q2 2021.
  • 592 funds tracked by Wall St. Rank held Markel Group as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.