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Meristem Family Wealth’s Markel Group MKL Stock Holding History

Meristem Family 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
2022
Q1 		$403K Sell
273
-9
-3% -$11.6K 0.04% 217
2021
Q4 		$348K Buy
+282
New +$356K 0.03% 281

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Meristem Family Wealth's MKL Position: Q1 2022 in Review

Meristem Family Wealth reduced its Markel Group (MKL) stake by 3.2% in Q1 2022, selling an estimated $11.6K and leaving 273 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #217.

Meristem Family Wealth first reported a position in MKL in Q4 2021 and has held it in 2 quarters since. 639 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

  • Meristem Family Wealth held 273 shares of Markel Group worth $403K as of Q1 2022.
  • Meristem Family Wealth sold 9 Markel Group shares in Q1 2022, an estimated $11.6K.
  • Markel Group made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #217 holding.
  • Meristem Family Wealth first reported a position in Markel Group in Q4 2021 and has held it in 2 quarters since.
  • 639 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.