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Schubert & Co’s Markel Group MKL Stock Holding History

Schubert & 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
Q2 		– Sell
-6
Closed -$7.67K – 923
2023
Q1 		$7.67K Buy
6
+1
+20% +$1.33K 0.01% 294
2022
Q4 		$6.59K Buy
5
+2
+67% +$2.47K 0.01% 330
2022
Q3 		$3K Sell
3
-5
-63% -$6.1K ﹤0.01% 640
2022
Q2 		$10K Buy
8
+3
+60% +$4.12K 0.01% 186
2022
Q1 		$7K Buy
5
+2
+67% +$2.58K 0.01% 136
2021
Q4 		$4K Buy
+3
New +$3.79K ﹤0.01% 176

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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

Schubert & Co's MKL Position: Q2 2023 in Review

Schubert & Co sold out of Markel Group (MKL) in Q2 2023, closing a stake of 6 shares — an estimated $7.67K sold.

Schubert & Co first reported a position in MKL in Q4 2021 and held it in 6 quarters. The position peaked at $10K in Q2 2022. 699 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

  • Schubert & Co reported no remaining Markel Group position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 6 Markel Group shares in Q2 2023, an estimated $7.67K.
  • Schubert & Co first reported a position in Markel Group in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Markel Group position peaked at $10K in Q2 2022.
  • 699 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.