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MYCIO Wealth Partners’s Markel Group MKL Stock Holding History

MYCIO Wealth Partners’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
-185
Closed -$244K – 50
2022
Q4 		$244K Hold
185
– – 0.08% 39
2022
Q3 		$201K Buy
185
+3
+2% +$3.66K 0.08% 36
2022
Q2 		$235K Buy
182
+36
+25% +$49.4K 0.09% 33
2022
Q1 		$215K Buy
+146
New +$189K 0.07% 41
2016
Q3 		– Sell
-4
Closed -$4K – 957
2016
Q2 		$4K Buy
4
+2
+100% +$1.86K ﹤0.01% 718
2016
Q1 		$2K Buy
+2
New +$1.72K ﹤0.01% 712
2015
Q1 		– Sell
-127
Closed -$87K – 683
2014
Q4 		$87K Buy
+127
New +$86.1K 0.02% 211

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

MYCIO Wealth Partners's MKL Position: Q1 2023 in Review

MYCIO Wealth Partners sold out of Markel Group (MKL) in Q1 2023, closing a stake of 185 shares — an estimated $244K sold.

MYCIO Wealth Partners first reported a position in MKL in Q4 2014 and held it in 7 quarters. The position peaked at $244K in Q4 2022. 675 funds tracked by Wall St. Rank hold MKL as of Q1 2023.

  • MYCIO Wealth Partners reported no remaining Markel Group position as of Q1 2023 after selling out during the quarter.
  • MYCIO Wealth Partners sold 185 Markel Group shares in Q1 2023, an estimated $244K.
  • MYCIO Wealth Partners first reported a position in Markel Group in Q4 2014 and held it in 7 quarters.
  • MYCIO Wealth Partners's Markel Group position peaked at $244K in Q4 2022.
  • 675 funds tracked by Wall St. Rank held Markel Group as of Q1 2023.

Based on MYCIO Wealth Partners's 13F filing for Q1 2023, filed 9 May 2023.