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Tiedemann Advisors’s Markel Group MKL Stock Holding History

Tiedemann 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
Q3 		– Sell
-167
Closed -$216K – 243
2022
Q2 		$216K Buy
+167
New +$229K 0.02% 211

Other funds holding MKL

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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

Tiedemann Advisors's MKL Position: Q3 2022 in Review

Tiedemann Advisors sold out of Markel Group (MKL) in Q3 2022, closing a stake of 167 shares — an estimated $216K sold.

Tiedemann Advisors first reported a position in MKL in Q2 2022 and held it in 1 quarter. The position peaked at $216K in Q2 2022. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

  • Tiedemann Advisors reported no remaining Markel Group position as of Q3 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 167 Markel Group shares in Q3 2022, an estimated $216K.
  • Tiedemann Advisors first reported a position in Markel Group in Q2 2022 and held it in 1 quarter.
  • Tiedemann Advisors's Markel Group position peaked at $216K in Q2 2022.
  • 636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on Tiedemann Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.