Sargent Bickham Lagudis’s Markel Group MKL Stock Holding History

Sargent Bickham Lagudis’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	$51.4K	Hold	39	–	–	﹤0.01%	433
2022 Q3	$42K	Hold	39	–	–	﹤0.01%	443
2022 Q2	$50K	Buy	39 +4	+11%	+$5.49K	﹤0.01%	419
2022 Q1	$52K	Hold	35	–	–	﹤0.01%	443
2021 Q4	$43K	Hold	35	–	–	﹤0.01%	478
2021 Q3	$42K	Hold	35	–	–	﹤0.01%	476
2021 Q2	$42K	Hold	35	–	–	﹤0.01%	483
2021 Q1	$40K	Hold	35	–	–	﹤0.01%	476
2020 Q4	$36K	Hold	35	–	–	﹤0.01%	468
2020 Q3	$34K	Hold	35	–	–	﹤0.01%	438
2020 Q2	$32K	Hold	35	–	–	﹤0.01%	421
2020 Q1	$32K	Buy	+35	New	+$40K	﹤0.01%	394
2019 Q3	–	Sell	-22	Closed	-$24K	–	754
2019 Q2	$24K	Sell	22 -23	-51%	-$24.1K	﹤0.01%	463
2019 Q1	$45K	Hold	45	–	–	0.01%	405
2018 Q4	$47K	Hold	45	–	–	0.01%	372
2018 Q3	$53K	Hold	45	–	–	0.01%	354
2018 Q2	$49K	Hold	45	–	–	0.01%	360
2018 Q1	$53K	Hold	45	–	–	0.01%	352
2017 Q4	$51K	Hold	45	–	–	0.01%	371
2017 Q3	$48K	Hold	45	–	–	0.01%	370
2017 Q2	$44K	Hold	45	–	–	0.01%	377
2017 Q1	$44K	Hold	45	–	–	0.01%	381
2016 Q4	$41K	Hold	45	–	–	0.01%	369
2016 Q3	$42K	Hold	45	–	–	0.01%	378
2016 Q2	$43K	Hold	45	–	–	0.01%	362
2016 Q1	$40K	Buy	+45	New	+$38.7K	0.01%	396

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Sargent Bickham Lagudis's MKL Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Markel Group (MKL) position steady in Q4 2022 at 39 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Sargent Bickham Lagudis first reported a position in MKL in Q1 2016 and has held it in 26 quarters since. The position peaked at $53K in Q3 2018. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

Sargent Bickham Lagudis held 39 shares of Markel Group worth $51.4K as of Q4 2022.
Sargent Bickham Lagudis left its Markel Group share count unchanged in Q4 2022.
Markel Group made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #433 holding.
Sargent Bickham Lagudis first reported a position in Markel Group in Q1 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's Markel Group position peaked at $53K in Q3 2018.
674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.