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Acorn Wealth Advisors’s Markel Group MKL Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-42
Closed -$46K – 315
2018
Q2 		$46K Hold
42
– – 0.04% 288
2018
Q1 		$49K Hold
42
– – 0.04% 271
2017
Q4 		$47K Buy
+42
New +$45.9K 0.04% 264

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Acorn Wealth Advisors's MKL Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Markel Group (MKL) in Q3 2018, closing a stake of 42 shares — an estimated $46K sold.

Acorn Wealth Advisors first reported a position in MKL in Q4 2017 and held it in 3 quarters. The position peaked at $49K in Q1 2018. 520 funds tracked by Wall St. Rank hold MKL as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Markel Group position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 42 Markel Group shares in Q3 2018, an estimated $46K.
  • Acorn Wealth Advisors first reported a position in Markel Group in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Markel Group position peaked at $49K in Q1 2018.
  • 520 funds tracked by Wall St. Rank held Markel Group as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.