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Washington Trust Advisors’s Markel Group MKL Stock Holding History

Washington Trust 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
Q4 		– Sell
-34
Closed -$37K – 848
2022
Q3 		$37K Buy
34
+2
+6% +$2.44K ﹤0.01% 428
2022
Q2 		$41K Hold
32
– – ﹤0.01% 429
2022
Q1 		$47K Hold
32
– – ﹤0.01% 459
2021
Q4 		$39K Buy
+32
New +$40.4K ﹤0.01% 520

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Washington Trust Advisors's MKL Position: Q4 2022 in Review

Washington Trust Advisors sold out of Markel Group (MKL) in Q4 2022, closing a stake of 34 shares — an estimated $37K sold.

Washington Trust Advisors first reported a position in MKL in Q4 2021 and held it in 4 quarters. The position peaked at $47K in Q1 2022. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

  • Washington Trust Advisors reported no remaining Markel Group position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 34 Markel Group shares in Q4 2022, an estimated $37K.
  • Washington Trust Advisors first reported a position in Markel Group in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's Markel Group position peaked at $47K in Q1 2022.
  • 674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.