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ACG Wealth’s Markel Group MKL Stock Holding History

ACG Wealth’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 		– Sell
-4,376
Closed -$5.19M – 323
2021
Q2 		$5.19M Hold
4,376
– – 0.66% 46
2021
Q1 		$4.99M Hold
4,376
– – 0.66% 48
2020
Q4 		$4.52M Buy
4,376
+9
+0.2% +$8.97K 0.62% 51
2020
Q3 		$4.25M Hold
4,367
– – 0.64% 50
2020
Q2 		$4.03M Buy
4,367
+1,121
+35% +$1.02M 0.66% 52
2020
Q1 		$3.01M Buy
+3,246
New +$3.71M 0.56% 53
2019
Q2 		– Sell
-3,136
Closed -$3.12M – 351
2019
Q1 		$3.12M Hold
3,136
– – 0.42% 58
2018
Q4 		$3.25M Buy
3,136
+2,210
+239% +$2.42M 0.5% 53
2018
Q3 		$1.1M Buy
+926
New +$1.09M 0.15% 134
2018
Q2 		– Sell
-3,031
Closed -$3.55M – 309
2018
Q1 		$3.55M Hold
3,031
– – 0.54% 48
2017
Q4 		$3.45M Buy
+3,031
New +$3.31M 0.51% 52
2017
Q2 		– Sell
-3,031
Closed -$2.96M – 331
2017
Q1 		$2.96M Hold
3,031
– – 0.54% 51
2016
Q4 		$2.74M Buy
3,031
+884
+41% +$788K 0.58% 47
2016
Q3 		$1.99M Hold
2,147
– – 0.42% 69
2016
Q2 		$2.05M Sell
2,147
-20
-0.9% -$18.6K 0.46% 66
2016
Q1 		$1.93M Buy
2,167
+20
+0.9% +$17.2K 0.44% 71
2015
Q4 		$1.9M Hold
2,147
– – 0.42% 73
2015
Q3 		$1.72M Hold
2,147
– – 0.46% 64
2015
Q2 		$1.72M Hold
2,147
– – 0.43% 71
2015
Q1 		$1.65M Hold
2,147
– – 0.44% 75
2014
Q4 		$1.47M Hold
2,147
– – 0.4% 72
2014
Q3 		$1.37M Hold
2,147
– – 0.39% 77
2014
Q2 		$1.41M Buy
2,147
+190
+10% +$120K 0.27% 86
2014
Q1 		$1.17M Hold
1,957
– – 0.35% 78
2013
Q4 		$1.14M Buy
+1,957
New +$1.06M 0.29% 82
2013
Q3 		– Sell
-1,776
Closed -$936K – 123
2013
Q2 		$936K Buy
+1,776
New +$930K 0.37% 69

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

ACG Wealth's MKL Position: Q3 2021 in Review

ACG Wealth sold out of Markel Group (MKL) in Q3 2021, closing a stake of 4,376 shares — an estimated $5.19M sold.

ACG Wealth first reported a position in MKL in Q2 2013 and held it in 26 quarters. The position peaked at $5.19M in Q2 2021. 593 funds tracked by Wall St. Rank hold MKL as of Q3 2021.

  • ACG Wealth reported no remaining Markel Group position as of Q3 2021 after selling out during the quarter.
  • ACG Wealth sold 4,376 Markel Group shares in Q3 2021, an estimated $5.19M.
  • ACG Wealth first reported a position in Markel Group in Q2 2013 and held it in 26 quarters.
  • ACG Wealth's Markel Group position peaked at $5.19M in Q2 2021.
  • 593 funds tracked by Wall St. Rank held Markel Group as of Q3 2021.

Based on ACG Wealth's 13F filing for Q3 2021, filed 1 Nov 2021.