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Pegasus Partners’s Markel Group MKL Stock Holding History

Pegasus 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
-195
Closed -$241K – 146
2021
Q4 		$241K Sell
195
-151
-44% -$191K 0.04% 130
2021
Q3 		$414K Sell
346
-125
-27% -$154K 0.08% 112
2021
Q2 		$559K Sell
471
-199
-30% -$239K 0.11% 99
2021
Q1 		$764K Sell
670
-302
-31% -$326K 0.17% 89
2020
Q4 		$1M Buy
972
+57
+6% +$56.8K 0.25% 76
2020
Q3 		$891K Sell
915
-67
-7% -$68.1K 0.27% 73
2020
Q2 		$907K Sell
982
-103
-9% -$93.6K 0.29% 71
2020
Q1 		$1.01M Sell
1,085
-230
-17% -$263K 0.39% 66
2019
Q4 		$1.5M Buy
1,315
+276
+27% +$314K 0.46% 62
2019
Q3 		$1.23M Buy
1,039
+535
+106% +$608K 0.42% 58
2019
Q2 		$549K Buy
+504
New +$528K 0.17% 136

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Pegasus Partners's MKL Position: Q1 2022 in Review

Pegasus Partners sold out of Markel Group (MKL) in Q1 2022, closing a stake of 195 shares — an estimated $241K sold.

Pegasus Partners first reported a position in MKL in Q2 2019 and held it in 11 quarters. The position peaked at $1.5M in Q4 2019. 639 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

  • Pegasus Partners reported no remaining Markel Group position as of Q1 2022 after selling out during the quarter.
  • Pegasus Partners sold 195 Markel Group shares in Q1 2022, an estimated $241K.
  • Pegasus Partners first reported a position in Markel Group in Q2 2019 and held it in 11 quarters.
  • Pegasus Partners's Markel Group position peaked at $1.5M in Q4 2019.
  • 639 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

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