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Wealth Quarterback’s Markel Group MKL Stock Holding History

Wealth Quarterback’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
Q3 		$10K Hold
8
– – 0.01% 475
2021
Q2 		$10K Buy
+8
New +$9.59K 0.01% 478
2020
Q2 		– Sell
-8
Closed -$7.42K – 501
2020
Q1 		$7.42K Hold
8
– – 0.01% 537
2019
Q4 		$9.14K Buy
+8
New +$9.11K 0.01% 550

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Wealth Quarterback's MKL Position: Q3 2021 in Review

Wealth Quarterback held its Markel Group (MKL) position steady in Q3 2021 at 8 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #475.

Wealth Quarterback first reported a position in MKL in Q4 2019 and has held it in 4 quarters since. 593 funds tracked by Wall St. Rank hold MKL as of Q3 2021.

  • Wealth Quarterback held 8 shares of Markel Group worth $10K as of Q3 2021.
  • Wealth Quarterback left its Markel Group share count unchanged in Q3 2021.
  • Markel Group made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #475 holding.
  • Wealth Quarterback first reported a position in Markel Group in Q4 2019 and has held it in 4 quarters since.
  • 593 funds tracked by Wall St. Rank held Markel Group as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.