YorkBridge Wealth Partners’s Markel Group MKL Stock Holding History

YorkBridge Wealth Partners’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	$632K	Hold	480	–	–	0.16%	110
2022 Q3	$520K	Hold	480	–	–	0.13%	118
2022 Q2	$621K	Hold	480	–	–	0.16%	111
2022 Q1	$708K	Hold	480	–	–	0.16%	111
2021 Q4	$592K	Hold	480	–	–	0.13%	122
2021 Q3	$574K	Hold	480	–	–	0.14%	115
2021 Q2	$570K	Hold	480	–	–	0.15%	115
2021 Q1	$547K	Hold	480	–	–	0.16%	113
2020 Q4	$496K	Hold	480	–	–	0.17%	104
2020 Q3	$467K	Hold	480	–	–	0.2%	97
2020 Q2	$443K	Hold	480	–	–	0.2%	95
2020 Q1	$445K	Hold	480	–	–	0.27%	88
2019 Q4	$549K	Hold	480	–	–	0.25%	95
2019 Q3	$567K	Sell	480 -15	-3%	-$17K	0.29%	88
2019 Q2	$539K	Hold	495	–	–	0.24%	90
2019 Q1	$493K	Hold	495	–	–	0.23%	96
2018 Q4	$514K	Hold	495	–	–	0.27%	89
2018 Q3	$585K	Hold	495	–	–	0.27%	90
2018 Q2	$537K	Hold	495	–	–	0.24%	94
2018 Q1	$571K	Hold	495	–	–	0.26%	88
2017 Q4	$538K	Hold	495	–	–	0.26%	90
2017 Q3	$529K	Hold	495	–	–	0.27%	84
2017 Q2	$491K	Hold	495	–	–	0.26%	87
2017 Q1	$478K	Hold	495	–	–	0.25%	89
2016 Q4	$453K	Buy	+495	New	+$441K	0.27%	89

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

YorkBridge Wealth Partners's MKL Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Markel Group (MKL) position steady in Q4 2022 at 480 shares worth $632K. The position accounts for 0.16% of the portfolio, ranked #110.

YorkBridge Wealth Partners first reported a position in MKL in Q4 2016 and has held it in 25 quarters since. The position peaked at $708K in Q1 2022. 674 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

YorkBridge Wealth Partners held 480 shares of Markel Group worth $632K as of Q4 2022.
YorkBridge Wealth Partners left its Markel Group share count unchanged in Q4 2022.
Markel Group made up 0.16% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #110 holding.
YorkBridge Wealth Partners first reported a position in Markel Group in Q4 2016 and has held it in 25 quarters since.
YorkBridge Wealth Partners's Markel Group position peaked at $708K in Q1 2022.
674 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.