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TFC Financial Management’s Markel Group MKL Stock Holding History

TFC Financial 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
Q4 		– Sell
-11
Closed -$12K – 551
2022
Q3 		$12K Hold
11
– – ﹤0.01% 298
2022
Q2 		$14K Hold
11
– – ﹤0.01% 286
2022
Q1 		$16K Hold
11
– – ﹤0.01% 277
2021
Q4 		$14K Hold
11
– – ﹤0.01% 308
2021
Q3 		$13K Hold
11
– – ﹤0.01% 312
2021
Q2 		$13K Hold
11
– – ﹤0.01% 301
2021
Q1 		$13K Hold
11
– – 0.01% 296
2020
Q4 		$11K Hold
11
– – ﹤0.01% 310
2020
Q3 		$11K Buy
+11
New +$11.2K 0.01% 289

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
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

TFC Financial Management's MKL Position: Q4 2022 in Review

TFC Financial Management sold out of Markel Group (MKL) in Q4 2022, closing a stake of 11 shares — an estimated $12K sold.

TFC Financial Management first reported a position in MKL in Q3 2020 and held it in 9 quarters. The position peaked at $16K in Q1 2022. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

  • TFC Financial Management reported no remaining Markel Group position as of Q4 2022 after selling out during the quarter.
  • TFC Financial Management sold 11 Markel Group shares in Q4 2022, an estimated $12K.
  • TFC Financial Management first reported a position in Markel Group in Q3 2020 and held it in 9 quarters.
  • TFC Financial Management's Markel Group position peaked at $16K in Q1 2022.
  • 674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on TFC Financial Management's 13F filing for Q4 2022, filed 13 Feb 2023.