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SeaCrest Wealth Management’s Markel Group MKL Stock Holding History

SeaCrest Wealth Management’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
-13
Closed -$17K – 1143
2022
Q2 		$17K Buy
+13
New +$17.8K ﹤0.01% 1546
2019
Q2 		– Sell
-39
Closed -$39K – 1312
2019
Q1 		$39K Hold
39
– – 0.01% 1024
2018
Q4 		$40K Sell
39
-88
-69% -$96.2K 0.01% 979
2018
Q3 		$151K Hold
127
– – 0.03% 608
2018
Q2 		$138K Buy
127
+1
+0.8% +$1.13K 0.02% 619
2018
Q1 		$147K Buy
126
+19
+18% +$21.4K 0.03% 583
2017
Q4 		$122K Buy
+107
New +$117K 0.02% 641

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

SeaCrest Wealth Management's MKL Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Markel Group (MKL) in Q3 2022, closing a stake of 13 shares — an estimated $17K sold.

SeaCrest Wealth Management first reported a position in MKL in Q4 2017 and held it in 7 quarters. The position peaked at $151K in Q3 2018. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Markel Group position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 13 Markel Group shares in Q3 2022, an estimated $17K.
  • SeaCrest Wealth Management first reported a position in Markel Group in Q4 2017 and held it in 7 quarters.
  • SeaCrest Wealth Management's Markel Group position peaked at $151K in Q3 2018.
  • 636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.