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Strategic Asset Management’s Markel Group MKL Stock Holding History

Strategic 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
2022
Q3 		– Sell
-4
Closed -$5K – 610
2022
Q2 		$5K Buy
+4
New +$5.49K 0.01% 486

Other funds holding MKL

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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

Strategic Asset Management's MKL Position: Q3 2022 in Review

Strategic Asset Management sold out of Markel Group (MKL) in Q3 2022, closing a stake of 4 shares — an estimated $5K sold.

Strategic Asset Management first reported a position in MKL in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

  • Strategic Asset Management reported no remaining Markel Group position as of Q3 2022 after selling out during the quarter.
  • Strategic Asset Management sold 4 Markel Group shares in Q3 2022, an estimated $5K.
  • Strategic Asset Management first reported a position in Markel Group in Q2 2022 and held it in 1 quarter.
  • Strategic Asset Management's Markel Group position peaked at $5K in Q2 2022.
  • 636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.