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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 $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
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

Professional Financial Advisors's MKL Position: Q4 2022 in Review

Professional Financial Advisors sold out of Markel Group (MKL) in Q4 2022, closing a stake of 3 shares — an estimated $3K sold.

Professional Financial Advisors first reported a position in MKL in Q4 2019 and held it in 11 quarters. The position peaked at $455K in Q4 2019. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

  • Professional Financial Advisors reported no remaining Markel Group position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 3 Markel Group shares in Q4 2022, an estimated $3K.
  • Professional Financial Advisors first reported a position in Markel Group in Q4 2019 and held it in 11 quarters.
  • Professional Financial Advisors's Markel Group position peaked at $455K in Q4 2019.
  • 674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.