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Paloma Partners’s Markel Group MKL Stock Holding History

Paloma 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
2022
Q1 		– Sell
-3,671
Closed -$4.53M – 2065
2021
Q4 		$4.53M Buy
+3,671
New +$4.63M 0.07% 242
2021
Q3 		– Sell
-330
Closed -$392K – 1593
2021
Q2 		$392K Sell
330
-3,099
-90% -$3.71M 0.01% 1156
2021
Q1 		$3.91M Buy
3,429
+3,041
+784% +$3.28M 0.08% 204
2020
Q4 		$401K Sell
388
-1,034
-73% -$1.03M 0.01% 1021
2020
Q3 		$1.38M Sell
1,422
-2,114
-60% -$2.15M 0.04% 543
2020
Q2 		$3.26M Buy
3,536
+2,354
+199% +$2.14M 0.06% 445
2020
Q1 		$1.1M Buy
1,182
+903
+324% +$1.03M 0.06% 268
2019
Q4 		$319K Sell
279
-191
-41% -$218K ﹤0.01% 1707
2019
Q3 		$555K Buy
+470
New +$534K 0.01% 1088
2019
Q2 		– Sell
-970
Closed -$966K – 2025
2019
Q1 		$966K Buy
+970
New +$985K 0.02% 743
2018
Q4 		– Sell
-1,090
Closed -$1.3M – 1594
2018
Q3 		$1.3M Buy
1,090
+300
+38% +$353K 0.02% 634
2018
Q2 		$857K Buy
790
+474
+150% +$535K 0.02% 774
2018
Q1 		$370K Buy
316
+114
+56% +$128K 0.01% 1524
2017
Q4 		$230K Sell
202
-463
-70% -$506K ﹤0.01% 1664
2017
Q3 		$710K Sell
665
-35
-5% -$36.2K 0.01% 1341
2017
Q2 		$683K Buy
+700
New +$679K 0.01% 1382
2017
Q1 		– Sell
-2,044
Closed -$1.85M – 2138
2016
Q4 		$1.85M Buy
+2,044
New +$1.82M 0.02% 724
2016
Q3 		– Sell
-1,162
Closed -$1.11M – 2016
2016
Q2 		$1.11M Buy
+1,162
New +$1.08M 0.01% 1083
2015
Q3 		– Sell
-1,100
Closed -$881K – 1787
2015
Q2 		$881K Buy
+1,100
New +$855K 0.02% 824
2015
Q1 		– Sell
-500
Closed -$341K – 1332
2014
Q4 		$341K Buy
+500
New +$339K 0.01% 806

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
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

Paloma Partners's MKL Position: Q1 2022 in Review

Paloma Partners sold out of Markel Group (MKL) in Q1 2022, closing a stake of 3,671 shares — an estimated $4.53M sold.

Paloma Partners first reported a position in MKL in Q4 2014 and held it in 20 quarters. The position peaked at $4.53M in Q4 2021. 638 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

  • Paloma Partners reported no remaining Markel Group position as of Q1 2022 after selling out during the quarter.
  • Paloma Partners sold 3,671 Markel Group shares in Q1 2022, an estimated $4.53M.
  • Paloma Partners first reported a position in Markel Group in Q4 2014 and held it in 20 quarters.
  • Paloma Partners's Markel Group position peaked at $4.53M in Q4 2021.
  • 638 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.