Private Ocean’s Markel Group MKL Stock Holding History

Private Ocean’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
2021 Q2	–	Sell	-13	Closed	-$15K	–	566
2021 Q1	$15K	Buy	+13	New	+$14K	﹤0.01%	390

Other funds holding MKL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Private Ocean's MKL Position: Q2 2021 in Review

Private Ocean sold out of Markel Group (MKL) in Q2 2021, closing a stake of 13 shares — an estimated $15K sold.

Private Ocean first reported a position in MKL in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 587 funds tracked by Wall St. Rank hold MKL as of Q2 2021.

Private Ocean reported no remaining Markel Group position as of Q2 2021 after selling out during the quarter.
Private Ocean sold 13 Markel Group shares in Q2 2021, an estimated $15K.
Private Ocean first reported a position in Markel Group in Q1 2021 and held it in 1 quarter.
Private Ocean's Markel Group position peaked at $15K in Q1 2021.
587 funds tracked by Wall St. Rank held Markel Group as of Q2 2021.

Based on Private Ocean's 13F filing for Q2 2021, filed 2 Aug 2021.