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Pendal Group’s Markel Group MKL Stock Holding History

Pendal Group’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
Q3 		– Sell
-492
Closed -$636K – 492
2022
Q2 		$636K Sell
492
-2,131
-81% -$2.92M 0.01% 320
2022
Q1 		$3.87M Sell
2,623
-55
-2% -$71K 0.03% 168
2021
Q4 		$3.31M Buy
2,678
+31
+1% +$39.1K 0.03% 189
2021
Q3 		$3.16M Sell
2,647
-666
-20% -$821K 0.03% 183
2021
Q2 		$3.93M Buy
3,313
+2,949
+810% +$3.54M 0.04% 166
2021
Q1 		$415K Buy
+364
New +$393K ﹤0.01% 426
2020
Q2 		– Sell
-171
Closed -$159K – 479
2020
Q1 		$159K Buy
+171
New +$196K ﹤0.01% 346

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

Pendal Group's MKL Position: Q3 2022 in Review

Pendal Group sold out of Markel Group (MKL) in Q3 2022, closing a stake of 492 shares — an estimated $636K sold.

Pendal Group first reported a position in MKL in Q1 2020 and held it in 7 quarters. The position peaked at $3.93M in Q2 2021. 637 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

  • Pendal Group reported no remaining Markel Group position as of Q3 2022 after selling out during the quarter.
  • Pendal Group sold 492 Markel Group shares in Q3 2022, an estimated $636K.
  • Pendal Group first reported a position in Markel Group in Q1 2020 and held it in 7 quarters.
  • Pendal Group's Markel Group position peaked at $3.93M in Q2 2021.
  • 637 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on Pendal Group's 13F filing for Q3 2022, filed 18 Oct 2022.