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TCWP’s Markel Group MKL Stock Holding History

TCWP’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
Q2 		– Sell
-12
Closed -$17K – 1152
2022
Q1 		$17K Buy
+12
New +$15.5K ﹤0.01% 738

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

TCWP's MKL Position: Q2 2022 in Review

TCWP sold out of Markel Group (MKL) in Q2 2022, closing a stake of 12 shares — an estimated $17K sold.

TCWP first reported a position in MKL in Q1 2022 and held it in 1 quarter. The position peaked at $17K in Q1 2022. 640 funds tracked by Wall St. Rank hold MKL as of Q2 2022.

  • TCWP reported no remaining Markel Group position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 12 Markel Group shares in Q2 2022, an estimated $17K.
  • TCWP first reported a position in Markel Group in Q1 2022 and held it in 1 quarter.
  • TCWP's Markel Group position peaked at $17K in Q1 2022.
  • 640 funds tracked by Wall St. Rank held Markel Group as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.