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Retirement Planning Company of New England’s Markel Group MKL Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-115
Closed -$141K – 621
2021
Q4 		$141K Buy
+115
New +$145K 0.07% 262

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Retirement Planning Company of New England's MKL Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Markel Group (MKL) in Q1 2022, closing a stake of 115 shares — an estimated $141K sold.

Retirement Planning Company of New England first reported a position in MKL in Q4 2021 and held it in 1 quarter. The position peaked at $141K in Q4 2021. 639 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Markel Group position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 115 Markel Group shares in Q1 2022, an estimated $141K.
  • Retirement Planning Company of New England first reported a position in Markel Group in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Markel Group position peaked at $141K in Q4 2021.
  • 639 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.