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MUFG Americas’s Markel Group MKL Stock Holding History

MUFG Americas’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
Q4 		– Sell
-15
Closed -$16K – 533
2022
Q3 		$16K Buy
+15
New +$18.3K ﹤0.01% 642
2017
Q1 		– Sell
-1,100
Closed -$995K – 1166
2016
Q4 		$995K Buy
+1,100
New +$981K 0.03% 287
2015
Q2 		– Sell
-27
Closed -$21K – 1230
2015
Q1 		$21K Buy
27
+5
+23% +$3.62K ﹤0.01% 804
2014
Q4 		$15K Hold
22
– – ﹤0.01% 868
2014
Q3 		$14K Buy
22
+4
+22% +$2.58K ﹤0.01% 881
2014
Q2 		$12K Buy
+18
New +$11.3K ﹤0.01% 914
2013
Q3 		– Sell
-55
Closed -$29K – 1337
2013
Q2 		$29K Buy
+55
New +$28.8K ﹤0.01% 1239

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

MUFG Americas's MKL Position: Q4 2022 in Review

MUFG Americas sold out of Markel Group (MKL) in Q4 2022, closing a stake of 15 shares — an estimated $16K sold.

MUFG Americas first reported a position in MKL in Q2 2013 and held it in 7 quarters. The position peaked at $995K in Q4 2016. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

  • MUFG Americas reported no remaining Markel Group position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 15 Markel Group shares in Q4 2022, an estimated $16K.
  • MUFG Americas first reported a position in Markel Group in Q2 2013 and held it in 7 quarters.
  • MUFG Americas's Markel Group position peaked at $995K in Q4 2016.
  • 674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.