ZIG
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Zullo Investment Group’s Markel Group MKL Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-22
Closed -$29K – 481
2022
Q4 		$29K Hold
22
– – 0.02% 342
2022
Q3 		$24K Buy
22
+2
+10% +$2.44K 0.02% 366
2022
Q2 		$26K Buy
20
+1
+5% +$1.37K 0.02% 366
2022
Q1 		$28K Hold
19
– – 0.01% 382
2021
Q4 		$23K Buy
+19
New +$24K 0.01% 410

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Zullo Investment Group's MKL Position: Q1 2023 in Review

Zullo Investment Group sold out of Markel Group (MKL) in Q1 2023, closing a stake of 22 shares — an estimated $29K sold.

Zullo Investment Group first reported a position in MKL in Q4 2021 and held it in 5 quarters. The position peaked at $29K in Q4 2022. 674 funds tracked by Wall St. Rank hold MKL as of Q1 2023.

  • Zullo Investment Group reported no remaining Markel Group position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 22 Markel Group shares in Q1 2023, an estimated $29K.
  • Zullo Investment Group first reported a position in Markel Group in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Markel Group position peaked at $29K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held Markel Group as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.