WhitTier Trust Company’s Markel Group MKL Stock Holding History

WhitTier Trust Company’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 Q1	–	Sell	-3	Closed	-$4K	–	1120
2021 Q4	$4K	Hold	3	–	–	﹤0.01%	989
2021 Q3	$4K	Hold	3	–	–	﹤0.01%	1027
2021 Q2	$4K	Hold	3	–	–	﹤0.01%	937
2021 Q1	$3K	Hold	3	–	–	﹤0.01%	942
2020 Q4	$3K	Hold	3	–	–	﹤0.01%	921
2020 Q3	$3K	Hold	3	–	–	﹤0.01%	916
2020 Q2	$3K	Hold	3	–	–	﹤0.01%	889
2020 Q1	$3K	Hold	3	–	–	﹤0.01%	916
2019 Q4	$3K	Hold	3	–	–	﹤0.01%	962
2019 Q3	$4K	Hold	3	–	–	﹤0.01%	935
2019 Q2	$3K	Hold	3	–	–	﹤0.01%	949
2019 Q1	$3K	Hold	3	–	–	﹤0.01%	948
2018 Q4	$3K	Hold	3	–	–	﹤0.01%	988
2018 Q3	$4K	Hold	3	–	–	﹤0.01%	887
2018 Q2	$3K	Hold	3	–	–	﹤0.01%	912
2018 Q1	$4K	Hold	3	–	–	﹤0.01%	930
2017 Q4	$3K	Hold	3	–	–	﹤0.01%	930
2017 Q3	$3K	Buy	+3	New	+$3.1K	﹤0.01%	926

Other funds holding MKL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

WhitTier Trust Company's MKL Position: Q1 2022 in Review

WhitTier Trust Company sold out of Markel Group (MKL) in Q1 2022, closing a stake of 3 shares — an estimated $4K sold.

WhitTier Trust Company first reported a position in MKL in Q3 2017 and held it in 18 quarters. The position peaked at $4K in Q4 2021. 639 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

WhitTier Trust Company reported no remaining Markel Group position as of Q1 2022 after selling out during the quarter.
WhitTier Trust Company sold 3 Markel Group shares in Q1 2022, an estimated $4K.
WhitTier Trust Company first reported a position in Markel Group in Q3 2017 and held it in 18 quarters.
WhitTier Trust Company's Markel Group position peaked at $4K in Q4 2021.
639 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on WhitTier Trust Company's 13F filing for Q1 2022, filed 29 Apr 2022.