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Proficio Capital Partners’s Markel Group MKL Stock Holding History

Proficio Capital Partners’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
2023
Q2 		– Sell
-165
Closed -$211K – 307
2023
Q1 		$211K Buy
165
+1
+0.6% +$1.33K 0.03% 267
2022
Q4 		$216K Buy
+164
New +$203K 0.04% 254
2022
Q3 		– Sell
-167
Closed -$216K – 274
2022
Q2 		$216K Buy
167
+2
+1% +$2.74K 0.04% 257
2022
Q1 		$243K Buy
+165
New +$213K 0.04% 242
2019
Q3 		– Sell
-23
Closed -$25K – 970
2019
Q2 		$25K Buy
23
+4
+21% +$4.19K 0.01% 599
2019
Q1 		$19K Sell
19
-72
-79% -$73.1K 0.01% 672
2018
Q4 		$94K Hold
91
– – 0.04% 179
2018
Q3 		$108K Hold
91
– – 0.04% 192
2018
Q2 		$99K Hold
91
– – 0.04% 208
2018
Q1 		$106K Sell
91
-3
-3% -$3.38K 0.03% 202
2017
Q4 		$107K Hold
94
– – 0.03% 202
2017
Q3 		$100K Hold
94
– – 0.04% 242
2017
Q2 		$101K Buy
94
+27
+40% +$26.2K 0.04% 249
2017
Q1 		$66K Buy
67
+50
+294% +$47.3K 0.03% 324
2016
Q4 		$15K Sell
17
-42
-71% -$37.4K 0.01% 524
2016
Q3 		$55K Sell
59
-9
-13% -$8.4K 0.03% 256
2016
Q2 		$65K Buy
68
+65
+2,167% +$60.5K 0.04% 222
2016
Q1 		$3K Hold
3
– – ﹤0.01% 646
2015
Q4 		$3K Buy
+3
New +$2.61K ﹤0.01% 569

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Proficio Capital Partners's MKL Position: Q2 2023 in Review

Proficio Capital Partners sold out of Markel Group (MKL) in Q2 2023, closing a stake of 165 shares — an estimated $211K sold.

Proficio Capital Partners first reported a position in MKL in Q4 2015 and held it in 19 quarters. The position peaked at $243K in Q1 2022. 700 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

  • Proficio Capital Partners reported no remaining Markel Group position as of Q2 2023 after selling out during the quarter.
  • Proficio Capital Partners sold 165 Markel Group shares in Q2 2023, an estimated $211K.
  • Proficio Capital Partners first reported a position in Markel Group in Q4 2015 and held it in 19 quarters.
  • Proficio Capital Partners's Markel Group position peaked at $243K in Q1 2022.
  • 700 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on Proficio Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.