Red Cedar Capital’s Markel Group MKL Stock Holding History

Red Cedar Capital’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	$1.53M	Hold	1,165	–	–	0.97%	28
2022 Q3	$1.26M	Hold	1,165	–	–	0.87%	31
2022 Q2	$1.51M	Hold	1,165	–	–	1.02%	29
2022 Q1	$172K	Hold	1,165	–	–	0.1%	66
2021 Q4	$1.44M	Hold	1,165	–	–	0.82%	32
2021 Q3	$1.39M	Hold	1,165	–	–	0.85%	30
2021 Q2	$1.38M	Hold	1,165	–	–	0.87%	30
2021 Q1	$1.33M	Hold	1,165	–	–	0.89%	31
2020 Q4	$1.2M	Sell	1,165 -3	-0.3%	-$2.99K	0.88%	30
2020 Q3	$1.14M	Sell	1,168 -6	-0.5%	-$6.09K	0.99%	29
2020 Q2	$1.08M	Sell	1,174 -23	-2%	-$20.9K	0.98%	30
2020 Q1	$1.11M	Hold	1,197	–	–	1.11%	26
2019 Q4	$1.37M	Sell	1,197 -14	-1%	-$15.9K	1.04%	25
2019 Q3	$1.43M	Sell	1,211 -17	-1%	-$19.3K	1.18%	23
2019 Q2	$1.34M	Sell	1,228 -34	-3%	-$35.6K	1.13%	23
2019 Q1	$1.26M	Hold	1,262	–	–	1.07%	24
2018 Q4	$1.31M	Hold	1,262	–	–	1.27%	21
2018 Q3	$1.5M	Sell	1,262 -163	-11%	-$192K	1.32%	23
2018 Q2	$1.54M	Hold	1,425	–	–	1.4%	22
2018 Q1	$1.67M	Sell	1,425 -40	-3%	-$45K	1.51%	21
2017 Q4	$1.67M	Buy	+1,465	New	+$1.6M	1.4%	22

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Red Cedar Capital's MKL Position: Q4 2022 in Review

Red Cedar Capital held its Markel Group (MKL) position steady in Q4 2022 at 1,165 shares worth $1.53M. The position accounts for 0.97% of the portfolio, ranked #28.

Red Cedar Capital first reported a position in MKL in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.67M in Q4 2017. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

Red Cedar Capital held 1,165 shares of Markel Group worth $1.53M as of Q4 2022.
Red Cedar Capital left its Markel Group share count unchanged in Q4 2022.
Markel Group made up 0.97% of Red Cedar Capital's portfolio in Q4 2022, its #28 holding.
Red Cedar Capital first reported a position in Markel Group in Q4 2017 and has held it in 21 quarters since.
Red Cedar Capital's Markel Group position peaked at $1.67M in Q4 2017.
674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.