Prospera Financial Services’s Markel Group MKL Stock Holding History

Prospera Financial Services’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 Q3	–	Sell	-16	Closed	-$21K	–	1301
2022 Q2	$21K	Buy	16 +7	+78%	+$9.61K	﹤0.01%	1201
2022 Q1	$13K	Buy	+9	New	+$11.6K	﹤0.01%	1923
2021 Q3	–	Sell	-502	Closed	-$595K	–	831
2021 Q2	$595K	Sell	502 -4	-0.8%	-$4.79K	0.03%	484
2021 Q1	$577K	Buy	506 +6	+1%	+$6.47K	0.03%	453
2020 Q4	$517K	Buy	+500	New	+$498K	0.04%	415
2020 Q3	–	Sell	-500	Closed	-$462K	–	1670
2020 Q2	$462K	Hold	500	–	–	0.04%	368
2020 Q1	$464K	Hold	500	–	–	0.05%	314
2019 Q4	$572K	Hold	500	–	–	0.04%	357
2019 Q3	$591K	Hold	500	–	–	0.06%	267
2019 Q2	$545K	Sell	500 -17	-3%	-$17.8K	0.06%	271
2019 Q1	$507K	Hold	517	–	–	0.17%	164
2018 Q4	$537K	Hold	517	–	–	0.11%	186
2018 Q3	$562K	Hold	517	–	–	0.1%	198
2018 Q2	$561K	Hold	517	–	–	0.08%	212
2018 Q1	$604K	Buy	+517	New	+$582K	0.08%	205

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

Prospera Financial Services's MKL Position: Q3 2022 in Review

Prospera Financial Services sold out of Markel Group (MKL) in Q3 2022, closing a stake of 16 shares — an estimated $21K sold.

Prospera Financial Services first reported a position in MKL in Q1 2018 and held it in 15 quarters. The position peaked at $604K in Q1 2018. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

Prospera Financial Services reported no remaining Markel Group position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 16 Markel Group shares in Q3 2022, an estimated $21K.
Prospera Financial Services first reported a position in Markel Group in Q1 2018 and held it in 15 quarters.
Prospera Financial Services's Markel Group position peaked at $604K in Q1 2018.
636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.