TCWM
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Total Clarity Wealth Management’s Markel Group MKL Stock Holding History

Total Clarity Wealth 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
-5
Closed -$6K – 679
2022
Q2 		$6K Buy
+5
New +$6.86K ﹤0.01% 787
2021
Q2 		– Sell
-46
Closed -$52K – 520
2021
Q1 		$52K Buy
+46
New +$49.6K 0.03% 331
2020
Q1 		– Sell
-66
Closed -$75K – 412
2019
Q4 		$75K Buy
+66
New +$75.2K 0.06% 211

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

Total Clarity Wealth Management's MKL Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Markel Group (MKL) in Q3 2022, closing a stake of 5 shares — an estimated $6K sold.

Total Clarity Wealth Management first reported a position in MKL in Q4 2019 and held it in 3 quarters. The position peaked at $75K in Q4 2019. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Markel Group position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 5 Markel Group shares in Q3 2022, an estimated $6K.
  • Total Clarity Wealth Management first reported a position in Markel Group in Q4 2019 and held it in 3 quarters.
  • Total Clarity Wealth Management's Markel Group position peaked at $75K in Q4 2019.
  • 636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.