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RegentAtlantic Capital’s Markel Group MKL Stock Holding History

RegentAtlantic 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
Q3 		– Sell
-192
Closed -$248K – 685
2022
Q2 		$248K Hold
192
– – 0.01% 585
2022
Q1 		$283K Sell
192
-5
-3% -$6.46K 0.01% 583
2021
Q4 		$243K Sell
197
-15
-7% -$18.9K 0.01% 623
2021
Q3 		$253K Hold
212
– – 0.01% 588
2021
Q2 		$252K Buy
+212
New +$254K 0.01% 570
2020
Q1 		– Sell
-309
Closed -$353K – 451
2019
Q4 		$353K Buy
309
+17
+6% +$19.4K 0.02% 358
2019
Q3 		$345K Sell
292
-50
-15% -$56.8K 0.02% 352
2019
Q2 		$373K Hold
342
– – 0.03% 333
2019
Q1 		$341K Hold
342
– – 0.02% 338
2018
Q4 		$355K Buy
342
+2
+0.6% +$2.19K 0.03% 315
2018
Q3 		$404K Buy
340
+128
+60% +$151K 0.03% 314
2018
Q2 		$230K Sell
212
-21
-9% -$23.7K 0.02% 377
2018
Q1 		$273K Sell
233
-14
-6% -$15.8K 0.02% 354
2017
Q4 		$281K Sell
247
-10
-4% -$10.9K 0.02% 362
2017
Q3 		$274K Sell
257
-22
-8% -$22.7K 0.02% 350
2017
Q2 		$272K Hold
279
– – 0.02% 344
2017
Q1 		$272K Buy
279
+28
+11% +$26.5K 0.03% 343
2016
Q4 		$227K Buy
+251
New +$224K 0.02% 362
2015
Q1 		– Sell
-60
Closed -$41K – 686
2014
Q4 		$41K Buy
+60
New +$40.7K ﹤0.01% 624

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Berkshire Hathaway
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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

RegentAtlantic Capital's MKL Position: Q3 2022 in Review

RegentAtlantic Capital sold out of Markel Group (MKL) in Q3 2022, closing a stake of 192 shares — an estimated $248K sold.

RegentAtlantic Capital first reported a position in MKL in Q4 2014 and held it in 19 quarters. The position peaked at $404K in Q3 2018. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

  • RegentAtlantic Capital reported no remaining Markel Group position as of Q3 2022 after selling out during the quarter.
  • RegentAtlantic Capital sold 192 Markel Group shares in Q3 2022, an estimated $248K.
  • RegentAtlantic Capital first reported a position in Markel Group in Q4 2014 and held it in 19 quarters.
  • RegentAtlantic Capital's Markel Group position peaked at $404K in Q3 2018.
  • 636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.