NFG
MKL icon

Next Financial Group’s Markel Group MKL Stock Holding History

Next Financial Group’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 		$79K Hold
64
– – 0.01% 1286
2021
Q3 		$76K Sell
64
-2
-3% -$2.47K 0.01% 1237
2021
Q2 		$78K Hold
66
– – 0.01% 1220
2021
Q1 		$75K Hold
66
– – 0.01% 1126
2020
Q4 		$68K Hold
66
– – 0.01% 1093
2020
Q3 		$64K Buy
+66
New +$67K 0.01% 1018
2020
Q2 		– Sell
-66
Closed -$61K – 1371
2020
Q1 		$61K Hold
66
– – 0.01% 918
2019
Q4 		$75K Hold
66
– – 0.01% 1054
2019
Q3 		$78K Hold
66
– – 0.01% 990
2019
Q2 		$72K Buy
66
+19
+40% +$19.9K 0.01% 1042
2019
Q1 		$47K Sell
47
-14
-23% -$14.2K 0.01% 754
2018
Q4 		$63K Buy
61
+14
+30% +$15.3K 0.01% 735
2018
Q3 		$56K Buy
+47
New +$55.3K 0.03% 518
2017
Q4 		– Sell
-128
Closed -$137K – 947
2017
Q3 		$137K Sell
128
-78
-38% -$80.7K 0.04% 414
2017
Q2 		$201K Hold
206
– – 0.05% 351
2017
Q1 		$200K Sell
206
-666
-76% -$629K 0.06% 310
2016
Q4 		$789K Sell
872
-69
-7% -$61.5K 0.14% 169
2016
Q3 		$874K Buy
941
+721
+328% +$673K 0.16% 146
2016
Q2 		$209K Buy
220
+84
+62% +$78.2K 0.07% 288
2016
Q1 		$121K Buy
136
+12
+10% +$10.3K 0.04% 378
2015
Q4 		$109K Sell
124
-100
-45% -$87K 0.04% 396
2015
Q3 		$179K Buy
224
+53
+31% +$44.8K 0.06% 303
2015
Q2 		$136K Buy
171
+17
+11% +$13.2K 0.05% 389
2015
Q1 		$118K Buy
154
+7
+5% +$5.06K 0.04% 425
2014
Q4 		$100K Sell
147
-294
-67% -$199K 0.03% 450
2014
Q3 		$281K Buy
441
+437
+10,925% +$282K 0.06% 363
2014
Q2 		$3K Buy
+4
New +$2.52K ﹤0.01% 1020

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
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

Next Financial Group's MKL Position: Q4 2021 in Review

Next Financial Group held its Markel Group (MKL) position steady in Q4 2021 at 64 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #1286.

Next Financial Group first reported a position in MKL in Q2 2014 and has held it in 27 quarters since. The position peaked at $874K in Q3 2016. 637 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

  • Next Financial Group held 64 shares of Markel Group worth $79K as of Q4 2021.
  • Next Financial Group left its Markel Group share count unchanged in Q4 2021.
  • Markel Group made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1286 holding.
  • Next Financial Group first reported a position in Markel Group in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Markel Group position peaked at $874K in Q3 2016.
  • 637 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.