Western Financial Corp’s Markel Group MKL Stock Holding History

Western Financial Corp’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	-321	Closed	-$415K	–	103
2022 Q2	$415K	Buy	+321	New	+$440K	0.29%	78

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

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

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

Western Financial Corp's MKL Position: Q3 2022 in Review

Western Financial Corp sold out of Markel Group (MKL) in Q3 2022, closing a stake of 321 shares — an estimated $415K sold.

Western Financial Corp first reported a position in MKL in Q2 2022 and held it in 1 quarter. The position peaked at $415K in Q2 2022. 636 funds tracked by Wall St. Rank hold MKL as of Q3 2022.

Western Financial Corp reported no remaining Markel Group position as of Q3 2022 after selling out during the quarter.
Western Financial Corp sold 321 Markel Group shares in Q3 2022, an estimated $415K.
Western Financial Corp first reported a position in Markel Group in Q2 2022 and held it in 1 quarter.
Western Financial Corp's Markel Group position peaked at $415K in Q2 2022.
636 funds tracked by Wall St. Rank held Markel Group as of Q3 2022.

Based on Western Financial Corp's 13F filing for Q3 2022, filed 4 Nov 2022.