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Overbrook Management Corp’s Markel Group MKL Stock Holding History

Overbrook Management Corp’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
Q2 		– Sell
-138
Closed -$204K – 95
2022
Q1 		$204K Buy
+138
New +$178K 0.05% 89
2021
Q4 		– Sell
-204
Closed -$244K – 105
2021
Q3 		$244K Sell
204
-39
-16% -$48.1K 0.05% 77
2021
Q2 		$288K Hold
243
– – 0.06% 77
2021
Q1 		$277K Hold
243
– – 0.06% 77
2020
Q4 		$251K Sell
243
-21
-8% -$20.9K 0.06% 78
2020
Q3 		$257K Hold
264
– – 0.06% 107
2020
Q2 		$244K Buy
+264
New +$240K 0.06% 100

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $535B AUM 26.23% 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

Overbrook Management Corp's MKL Position: Q2 2022 in Review

Overbrook Management Corp sold out of Markel Group (MKL) in Q2 2022, closing a stake of 138 shares — an estimated $204K sold.

Overbrook Management Corp first reported a position in MKL in Q2 2020 and held it in 7 quarters. The position peaked at $288K in Q2 2021. 640 funds tracked by Wall St. Rank hold MKL as of Q2 2022.

  • Overbrook Management Corp reported no remaining Markel Group position as of Q2 2022 after selling out during the quarter.
  • Overbrook Management Corp sold 138 Markel Group shares in Q2 2022, an estimated $204K.
  • Overbrook Management Corp first reported a position in Markel Group in Q2 2020 and held it in 7 quarters.
  • Overbrook Management Corp's Markel Group position peaked at $288K in Q2 2021.
  • 640 funds tracked by Wall St. Rank held Markel Group as of Q2 2022.

Based on Overbrook Management Corp's 13F filing for Q2 2022, filed 11 Aug 2022.