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Wakefield Asset Management’s Markel Group MKL Stock Holding History

Wakefield Asset 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
-118
Closed -$153K – 190
2022
Q2 		$153K Buy
+118
New +$162K 0.07% 158

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ACM
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Baillie Gifford & Co
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DC
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Wakefield Asset Management's MKL Position: Q3 2022 in Review

Wakefield Asset Management sold out of Markel Group (MKL) in Q3 2022, closing a stake of 118 shares — an estimated $153K sold.

Wakefield Asset Management first reported a position in MKL in Q2 2022 and held it in 1 quarter. The position peaked at $153K in Q2 2022. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

  • Wakefield Asset Management reported no remaining Markel Group position as of Q3 2022 after selling out during the quarter.
  • Wakefield Asset Management sold 118 Markel Group shares in Q3 2022, an estimated $153K.
  • Wakefield Asset Management first reported a position in Markel Group in Q2 2022 and held it in 1 quarter.
  • Wakefield Asset Management's Markel Group position peaked at $153K in Q2 2022.
  • 636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on Wakefield Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.