Romano Brothers & Co’s Markel Group MKL Stock Holding History

Romano Brothers & Co’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
2023 Q1	–	Sell	-2	Closed	-$2.63K	–	690
2022 Q4	$2.63K	Buy	+2	New	+$2.47K	﹤0.01%	906

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Romano Brothers & Co's MKL Position: Q1 2023 in Review

Romano Brothers & Co sold out of Markel Group (MKL) in Q1 2023, closing a stake of 2 shares — an estimated $2.63K sold.

Romano Brothers & Co first reported a position in MKL in Q4 2022 and held it in 1 quarter. The position peaked at $2.63K in Q4 2022. 674 funds tracked by Wall St. Rank hold MKL as of Q1 2023.

Romano Brothers & Co reported no remaining Markel Group position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 2 Markel Group shares in Q1 2023, an estimated $2.63K.
Romano Brothers & Co first reported a position in Markel Group in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Markel Group position peaked at $2.63K in Q4 2022.
674 funds tracked by Wall St. Rank held Markel Group as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.