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Money Concepts Capital’s Markel Group MKL Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-9
Closed -$11.9K – 1935
2022
Q4 		$11.9K Buy
9
+3
+50% +$3.71K ﹤0.01% 1932
2022
Q3 		$7K Hold
6
– – ﹤0.01% 1146
2022
Q2 		$8K Hold
6
– – ﹤0.01% 1074
2022
Q1 		$9K Buy
+6
New +$7.75K ﹤0.01% 1992

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Money Concepts Capital's MKL Position: Q1 2023 in Review

Money Concepts Capital sold out of Markel Group (MKL) in Q1 2023, closing a stake of 9 shares — an estimated $11.9K sold.

Money Concepts Capital first reported a position in MKL in Q1 2022 and held it in 4 quarters. The position peaked at $11.9K in Q4 2022. 674 funds tracked by Wall St. Rank hold MKL as of Q1 2023.

  • Money Concepts Capital reported no remaining Markel Group position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 9 Markel Group shares in Q1 2023, an estimated $11.9K.
  • Money Concepts Capital first reported a position in Markel Group in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Markel Group position peaked at $11.9K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held Markel Group as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.