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Personal Capital Advisors’s Markel Group MKL Stock Holding History

Personal Capital Advisors’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
-327
Closed -$404K – 525
2021
Q4 		$404K Buy
+327
New +$413K ﹤0.01% 371

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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

Personal Capital Advisors's MKL Position: Q1 2022 in Review

Personal Capital Advisors sold out of Markel Group (MKL) in Q1 2022, closing a stake of 327 shares — an estimated $404K sold.

Personal Capital Advisors first reported a position in MKL in Q4 2021 and held it in 1 quarter. The position peaked at $404K in Q4 2021. 638 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

  • Personal Capital Advisors reported no remaining Markel Group position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 327 Markel Group shares in Q1 2022, an estimated $404K.
  • Personal Capital Advisors first reported a position in Markel Group in Q4 2021 and held it in 1 quarter.
  • Personal Capital Advisors's Markel Group position peaked at $404K in Q4 2021.
  • 638 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.