Private Capital Group’s Markel Group MKL Stock Holding History

Private Capital 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 Q2	$35K	Hold	27	–	–	0.03%	606
2022 Q1	$40K	Hold	27	–	–	0.01%	728
2021 Q4	$33K	Hold	27	–	–	0.01%	849
2021 Q3	$32K	Hold	27	–	–	0.01%	853
2021 Q2	$32K	Hold	27	–	–	0.01%	853
2021 Q1	$31K	Hold	27	–	–	0.01%	838
2020 Q4	$28K	Hold	27	–	–	0.01%	1045
2020 Q3	$26K	Hold	27	–	–	0.01%	987
2020 Q2	$25K	Hold	27	–	–	0.01%	1008
2020 Q1	$25K	Hold	27	–	–	0.01%	923
2019 Q4	$30K	Hold	27	–	–	0.01%	956
2019 Q3	$32K	Sell	27 -3	-10%	-$3.41K	0.01%	974
2019 Q2	$33K	Buy	30 +3	+11%	+$3.14K	0.01%	853
2019 Q1	$27K	Hold	27	–	–	0.01%	1052
2018 Q4	$28K	Sell	27 -3	-10%	-$3.28K	0.01%	941
2018 Q3	$35K	Hold	30	–	–	0.01%	867
2018 Q2	$32K	Hold	30	–	–	0.01%	895
2018 Q1	$35K	Hold	30	–	–	0.01%	845
2017 Q4	$34	Buy	+30	New	+$32.8K	0.01%	841

Other funds holding MKL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Private Capital Group's MKL Position: Q2 2022 in Review

Private Capital Group held its Markel Group (MKL) position steady in Q2 2022 at 27 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #606.

Private Capital Group first reported a position in MKL in Q4 2017 and has held it in 19 quarters since. The position peaked at $40K in Q1 2022. 641 funds tracked by Wall St. Rank hold MKL as of Q2 2022.

Private Capital Group held 27 shares of Markel Group worth $35K as of Q2 2022.
Private Capital Group left its Markel Group share count unchanged in Q2 2022.
Markel Group made up 0.03% of Private Capital Group's portfolio in Q2 2022, its #606 holding.
Private Capital Group first reported a position in Markel Group in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Markel Group position peaked at $40K in Q1 2022.
641 funds tracked by Wall St. Rank held Markel Group as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.