Vigilant Capital Management’s Markel Group MKL Stock Holding History

Vigilant Capital 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
2023 Q2	$6K	Hold	4	–	–	﹤0.01%	420
2023 Q1	$5K	Hold	4	–	–	﹤0.01%	411
2022 Q4	$5K	Hold	4	–	–	﹤0.01%	443
2022 Q3	$4K	Sell	4 -1	-20%	-$1.22K	﹤0.01%	527
2022 Q2	$6K	Hold	5	–	–	﹤0.01%	501
2022 Q1	$7K	Hold	5	–	–	﹤0.01%	490
2021 Q4	$6K	Hold	5	–	–	﹤0.01%	556
2021 Q3	$6K	Buy	+5	New	+$6.17K	﹤0.01%	618
2018 Q2	–	Sell	-11	Closed	-$13K	–	496
2018 Q1	$13K	Buy	+11	New	+$12.4K	﹤0.01%	340

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Vigilant Capital Management's MKL Position: Q2 2023 in Review

Vigilant Capital Management held its Markel Group (MKL) position steady in Q2 2023 at 4 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Vigilant Capital Management first reported a position in MKL in Q1 2018 and has held it in 9 quarters since. The position peaked at $13K in Q1 2018. 699 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

Vigilant Capital Management held 4 shares of Markel Group worth $6K as of Q2 2023.
Vigilant Capital Management left its Markel Group share count unchanged in Q2 2023.
Markel Group made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #420 holding.
Vigilant Capital Management first reported a position in Markel Group in Q1 2018 and has held it in 9 quarters since.
Vigilant Capital Management's Markel Group position peaked at $13K in Q1 2018.
699 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.