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Navigation Wealth Management’s Markel Group MKL Stock Holding History

Navigation 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
2021
Q4 		– Sell
-5
Closed -$7K – 78
2021
Q3 		$7K Buy
+5
New +$6.17K 0.05% 40

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Navigation Wealth Management's MKL Position: Q4 2021 in Review

Navigation Wealth Management sold out of Markel Group (MKL) in Q4 2021, closing a stake of 5 shares — an estimated $7K sold.

Navigation Wealth Management first reported a position in MKL in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 637 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

  • Navigation Wealth Management reported no remaining Markel Group position as of Q4 2021 after selling out during the quarter.
  • Navigation Wealth Management sold 5 Markel Group shares in Q4 2021, an estimated $7K.
  • Navigation Wealth Management first reported a position in Markel Group in Q3 2021 and held it in 1 quarter.
  • Navigation Wealth Management's Markel Group position peaked at $7K in Q3 2021.
  • 637 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on Navigation Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.