TFS
MKL icon

TrustCore Financial Services’s Markel Group MKL Stock Holding History

TrustCore Financial Services’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
2021
Q4 		– Sell
-47
Closed -$56K – 1010
2021
Q3 		$56K Hold
47
– – 0.01% 446
2021
Q2 		$56K Hold
47
– – 0.01% 428
2021
Q1 		$54K Buy
+47
New +$50.7K 0.01% 423
2020
Q1 		– Sell
-6
Closed -$7K – 935
2019
Q4 		$7K Hold
6
– – ﹤0.01% 692
2019
Q3 		$7K Hold
6
– – ﹤0.01% 702
2019
Q2 		$7K Hold
6
– – ﹤0.01% 682
2019
Q1 		$6K Buy
+6
New +$6.09K ﹤0.01% 642
2018
Q4 		– Sell
-6
Closed -$7K – 650
2018
Q3 		$7K Hold
6
– – ﹤0.01% 624
2018
Q2 		$7K Buy
+6
New +$6.78K ﹤0.01% 625

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

TrustCore Financial Services's MKL Position: Q4 2021 in Review

TrustCore Financial Services sold out of Markel Group (MKL) in Q4 2021, closing a stake of 47 shares — an estimated $56K sold.

TrustCore Financial Services first reported a position in MKL in Q2 2018 and held it in 9 quarters. The position peaked at $56K in Q3 2021. 637 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

  • TrustCore Financial Services reported no remaining Markel Group position as of Q4 2021 after selling out during the quarter.
  • TrustCore Financial Services sold 47 Markel Group shares in Q4 2021, an estimated $56K.
  • TrustCore Financial Services first reported a position in Markel Group in Q2 2018 and held it in 9 quarters.
  • TrustCore Financial Services's Markel Group position peaked at $56K in Q3 2021.
  • 637 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on TrustCore Financial Services's 13F filing for Q4 2021, filed 9 Feb 2022.