MWM
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Modera Wealth Management’s Markel Group MKL Stock Holding History

Modera Wealth 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
2022
Q1 		– Sell
-229
Closed -$283K – 505
2021
Q4 		$283K Buy
+229
New +$289K 0.01% 439

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Berkshire Hathaway
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Modera Wealth Management's MKL Position: Q1 2022 in Review

Modera Wealth Management sold out of Markel Group (MKL) in Q1 2022, closing a stake of 229 shares — an estimated $283K sold.

Modera Wealth Management first reported a position in MKL in Q4 2021 and held it in 1 quarter. The position peaked at $283K in Q4 2021. 638 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

  • Modera Wealth Management reported no remaining Markel Group position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 229 Markel Group shares in Q1 2022, an estimated $283K.
  • Modera Wealth Management first reported a position in Markel Group in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Markel Group position peaked at $283K in Q4 2021.
  • 638 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.