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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

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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