RBC Europe’s Markel Group MKL Stock Holding History

RBC Europe’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 Q4	–	Sell	-100	Closed	-$120K	–	934
2021 Q3	$120K	Hold	100	–	–	﹤0.01%	380
2021 Q2	$119K	Hold	100	–	–	0.01%	404
2021 Q1	$114K	Sell	100 -20	-17%	-$21.6K	0.01%	384
2020 Q4	$124K	Hold	120	–	–	0.01%	351
2020 Q3	$117K	Hold	120	–	–	0.01%	328
2020 Q2	$111K	Hold	120	–	–	0.01%	311
2020 Q1	$111K	Hold	120	–	–	0.01%	284
2019 Q4	$137K	Hold	120	–	–	0.01%	293
2019 Q3	$142K	Hold	120	–	–	0.01%	284
2019 Q2	$131K	Hold	120	–	–	0.01%	305
2019 Q1	$120K	Buy	120 +75	+167%	+$76.2K	0.01%	304
2018 Q4	$46.7K	Hold	45	–	–	0.01%	449
2018 Q3	$53.5K	Hold	45	–	–	0.01%	461
2018 Q2	$48.8K	Hold	45	–	–	0.01%	469
2018 Q1	$52.7K	Hold	45	–	–	0.01%	450
2017 Q4	$51.3K	Hold	45	–	–	0.01%	461
2017 Q3	$48.1K	Buy	+45	New	+$46.5K	0.01%	477

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

RBC Europe's MKL Position: Q4 2021 in Review

RBC Europe sold out of Markel Group (MKL) in Q4 2021, closing a stake of 100 shares — an estimated $120K sold.

RBC Europe first reported a position in MKL in Q3 2017 and held it in 17 quarters. The position peaked at $142K in Q3 2019. 639 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

RBC Europe reported no remaining Markel Group position as of Q4 2021 after selling out during the quarter.
RBC Europe sold 100 Markel Group shares in Q4 2021, an estimated $120K.
RBC Europe first reported a position in Markel Group in Q3 2017 and held it in 17 quarters.
RBC Europe's Markel Group position peaked at $142K in Q3 2019.
639 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on RBC Europe's 13F filing for Q4 2021, filed 14 Nov 2022.