PFA
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Professional Financial Advisors’s Markel Group MKL Stock Holding History

Professional Financial 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
Q4 		– Sell
-3
Closed -$3K – 304
2022
Q3 		$3K Hold
3
– – ﹤0.01% 412
2022
Q2 		$4K Hold
3
– – ﹤0.01% 386
2022
Q1 		$4K Hold
3
– – ﹤0.01% 393
2021
Q4 		$4K Hold
3
– – ﹤0.01% 400
2021
Q3 		$4K Hold
3
– – ﹤0.01% 341
2021
Q2 		$4K Hold
3
– – ﹤0.01% 341
2021
Q1 		$3K Hold
3
– – ﹤0.01% 313
2020
Q4 		$3K Hold
3
– – ﹤0.01% 314
2020
Q3 		$3K Buy
+3
New +$3.05K ﹤0.01% 301
2020
Q2 		– Sell
-505
Closed -$437K – 71
2020
Q1 		$437K Buy
505
+107
+27% +$122K 0.79% 36
2019
Q4 		$455K Buy
+398
New +$453K 0.43% 53

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $19.6B 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