MFM
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MD Financial Management’s Markel Group MKL Stock Holding History

MD Financial Management’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 		$2.25M Buy
1,824
+60
+3% +$75.7K 0.05% 187
2021
Q3 		$2.11M Sell
1,764
-10
-0.6% -$12.3K 0.05% 172
2021
Q2 		$2.1M Buy
+1,774
New +$2.13M 0.06% 178

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 $3.38T AUM 44.17% 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

MD Financial Management's MKL Position: Q4 2021 in Review

MD Financial Management increased its Markel Group (MKL) stake by 3.4% in Q4 2021, buying an estimated $75.7K and bringing the position to 1,824 shares worth $2.25M. The position accounts for 0.05% of the portfolio, ranked #187.

MD Financial Management first reported a position in MKL in Q2 2021 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

  • MD Financial Management held 1,824 shares of Markel Group worth $2.25M as of Q4 2021.
  • MD Financial Management bought 60 Markel Group shares in Q4 2021, an estimated $75.7K.
  • Markel Group made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #187 holding.
  • MD Financial Management first reported a position in Markel Group in Q2 2021 and has held it in 3 quarters since.
  • 639 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.