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Ten Capital Wealth Advisors’s Markel Group MKL Stock Holding History

Ten Capital Wealth Advisors’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
Q1 		– Sell
-49
Closed -$60K – 519
2021
Q4 		$60K Buy
+49
New +$61.8K 0.02% 120

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

Ten Capital Wealth Advisors's MKL Position: Q1 2022 in Review

Ten Capital Wealth Advisors sold out of Markel Group (MKL) in Q1 2022, closing a stake of 49 shares — an estimated $60K sold.

Ten Capital Wealth Advisors first reported a position in MKL in Q4 2021 and held it in 1 quarter. The position peaked at $60K in Q4 2021. 638 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

  • Ten Capital Wealth Advisors reported no remaining Markel Group position as of Q1 2022 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 49 Markel Group shares in Q1 2022, an estimated $60K.
  • Ten Capital Wealth Advisors first reported a position in Markel Group in Q4 2021 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Markel Group position peaked at $60K in Q4 2021.
  • 638 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.