Paragon Private Wealth Management’s Markel Group MKL Stock Holding History

Paragon Private 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
2023 Q3	–	Sell	-175	Closed	-$242K	–	133
2023 Q2	$242K	Sell	175 -190	-52%	-$255K	0.19%	114
2023 Q1	$466K	Buy	365 +160	+78%	+$213K	0.39%	82
2022 Q4	$270K	Hold	205	–	–	0.24%	102
2022 Q3	$236K	Buy	+205	New	+$250K	0.23%	105
2022 Q2	–	Sell	-220	Closed	-$306K	–	116
2022 Q1	$306K	Buy	+220	New	+$284K	0.3%	79

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paragon Private Wealth Management's MKL Position: Q3 2023 in Review

Paragon Private Wealth Management sold out of Markel Group (MKL) in Q3 2023, closing a stake of 175 shares — an estimated $242K sold.

Paragon Private Wealth Management first reported a position in MKL in Q1 2022 and held it in 5 quarters. The position peaked at $466K in Q1 2023. 737 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

Paragon Private Wealth Management reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
Paragon Private Wealth Management sold 175 Markel Group shares in Q3 2023, an estimated $242K.
Paragon Private Wealth Management first reported a position in Markel Group in Q1 2022 and held it in 5 quarters.
Paragon Private Wealth Management's Markel Group position peaked at $466K in Q1 2023.
737 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Paragon Private Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.