Psagot Value Holdings’s Markel Group MKL Stock Holding History

Psagot Value Holdings’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	-22	Closed	-$25K	–	476
2021 Q1	$25K	Hold	22	–	–	﹤0.01%	338
2020 Q4	$23K	Hold	22	–	–	﹤0.01%	316
2020 Q3	$21K	Hold	22	–	–	﹤0.01%	358
2020 Q2	$20K	Hold	22	–	–	﹤0.01%	334
2020 Q1	$20K	Hold	22	–	–	﹤0.01%	334
2019 Q4	$25K	Hold	22	–	–	﹤0.01%	384
2019 Q3	$26K	Hold	22	–	–	﹤0.01%	346
2019 Q2	$24K	Hold	22	–	–	﹤0.01%	357
2019 Q1	$22K	Hold	22	–	–	﹤0.01%	392
2018 Q4	$23K	Hold	22	–	–	﹤0.01%	372
2018 Q3	$26K	Hold	22	–	–	﹤0.01%	313
2018 Q2	$24K	Hold	22	–	–	﹤0.01%	296
2018 Q1	$26K	Hold	22	–	–	﹤0.01%	296
2017 Q4	$25K	Sell	22 -1	-4%	-$1.09K	﹤0.01%	261
2017 Q3	$25K	Hold	23	–	–	﹤0.01%	278
2017 Q2	$22K	Hold	23	–	–	﹤0.01%	279
2017 Q1	$22K	Hold	23	–	–	﹤0.01%	294
2016 Q4	$21K	Hold	23	–	–	﹤0.01%	291
2016 Q3	$21K	Hold	23	–	–	﹤0.01%	284
2016 Q2	$22K	Hold	23	–	–	﹤0.01%	270
2016 Q1	$21K	Sell	23 -4	-15%	-$3.44K	﹤0.01%	316
2015 Q4	$24K	Hold	27	–	–	﹤0.01%	324
2015 Q3	$22K	Sell	27 -3	-10%	-$2.54K	﹤0.01%	322
2015 Q2	$24K	Hold	30	–	–	﹤0.01%	337
2015 Q1	$23K	Hold	30	–	–	﹤0.01%	318
2014 Q4	$20K	Sell	30 -5	-14%	-$3.39K	﹤0.01%	324
2014 Q3	$22K	Hold	35	–	–	﹤0.01%	355
2014 Q2	$23K	Hold	35	–	–	﹤0.01%	363
2014 Q1	$21K	Hold	35	–	–	﹤0.01%	433
2013 Q4	$20K	Hold	35	–	–	﹤0.01%	398
2013 Q3	$18K	Hold	35	–	–	﹤0.01%	392
2013 Q2	$18K	Buy	+35	New	+$18.3K	﹤0.01%	274

Other funds holding MKL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Psagot Value Holdings's MKL Position: Q2 2021 in Review

Psagot Value Holdings sold out of Markel Group (MKL) in Q2 2021, closing a stake of 22 shares — an estimated $25K sold.

Psagot Value Holdings first reported a position in MKL in Q2 2013 and held it in 32 quarters. The position peaked at $26K in Q3 2019. 588 funds tracked by Wall St. Rank hold MKL as of Q2 2021.

Psagot Value Holdings reported no remaining Markel Group position as of Q2 2021 after selling out during the quarter.
Psagot Value Holdings sold 22 Markel Group shares in Q2 2021, an estimated $25K.
Psagot Value Holdings first reported a position in Markel Group in Q2 2013 and held it in 32 quarters.
Psagot Value Holdings's Markel Group position peaked at $26K in Q3 2019.
588 funds tracked by Wall St. Rank held Markel Group as of Q2 2021.

Based on Psagot Value Holdings's 13F filing for Q2 2021, filed 11 Aug 2021.