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Security Asset Management’s Markel Group MKL Stock Holding History

Security Asset 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
2023
Q1 		$3.65M Sell
2,858
-42
-1% -$55.8K 2.14% 15
2022
Q4 		$3.82M Hold
2,900
– – 2.12% 18
2022
Q3 		$3.14M Sell
2,900
-24
-0.8% -$29.3K 1.89% 24
2022
Q2 		$3.78M Buy
2,924
+95
+3% +$130K 2.08% 19
2022
Q1 		$4.17M Buy
2,829
+10
+0.4% +$12.9K 1.79% 21
2021
Q4 		$3.48M Buy
2,819
+123
+5% +$155K 1.35% 29
2021
Q3 		$3.22M Buy
2,696
+5
+0.2% +$6.17K 1.3% 30
2021
Q2 		$3.19M Sell
2,691
-32
-1% -$38.4K 1.26% 31
2021
Q1 		$3.1M Buy
2,723
+30
+1% +$32.4K 1.28% 31
2020
Q4 		$2.78M Buy
2,693
+781
+41% +$779K 1.16% 36
2020
Q3 		$1.86M Hold
1,912
– – 1.14% 38
2020
Q2 		$1.76M Buy
1,912
+21
+1% +$19.1K 1.09% 38
2020
Q1 		$1.75M Sell
1,891
-20
-1% -$22.9K 1.25% 33
2019
Q4 		$2.19M Sell
1,911
-9
-0.5% -$10.3K 1.3% 32
2019
Q3 		$2.27M Buy
1,920
+23
+1% +$26.1K 1.49% 28
2019
Q2 		$2.07M Hold
1,897
– – 1.32% 30
2019
Q1 		$1.89M Hold
1,897
– – 1.25% 30
2018
Q4 		$1.97M Buy
1,897
+10
+0.5% +$10.9K 1.5% 26
2018
Q3 		$2.24M Buy
1,887
+12
+0.6% +$14.1K 1.47% 30
2018
Q2 		$2.03M Buy
1,875
+151
+9% +$171K 1.43% 30
2018
Q1 		$2.02M Buy
1,724
+153
+10% +$172K 1.51% 26
2017
Q4 		$1.79M Buy
1,571
+23
+1% +$25.1K 1.35% 30
2017
Q3 		$1.65M Buy
1,548
+164
+12% +$170K 1.3% 32
2017
Q2 		$1.35M Buy
1,384
+108
+8% +$105K 1.11% 37
2017
Q1 		$1.25M Buy
+1,276
New +$1.21M 1.06% 38

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

Security Asset Management's MKL Position: Q1 2023 in Review

Security Asset Management reduced its Markel Group (MKL) stake by 1.4% in Q1 2023, selling an estimated $55.8K and leaving 2,858 shares worth $3.65M. The position accounts for 2.14% of the portfolio, ranked #15.

Security Asset Management first reported a position in MKL in Q1 2017 and has held it in 25 quarters since. The position peaked at $4.17M in Q1 2022. 675 funds tracked by Wall St. Rank hold MKL as of Q1 2023.

  • Security Asset Management held 2,858 shares of Markel Group worth $3.65M as of Q1 2023.
  • Security Asset Management sold 42 Markel Group shares in Q1 2023, an estimated $55.8K.
  • Markel Group made up 2.14% of Security Asset Management's portfolio in Q1 2023, its #15 holding.
  • Security Asset Management first reported a position in Markel Group in Q1 2017 and has held it in 25 quarters since.
  • Security Asset Management's Markel Group position peaked at $4.17M in Q1 2022.
  • 675 funds tracked by Wall St. Rank held Markel Group as of Q1 2023.

Based on Security Asset Management's 13F filing for Q1 2023, filed 12 May 2023.