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Advisor Group’s Markel Group MKL Stock Holding History

Advisor 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
2019
Q4 		$1.69M Buy
1,478
+87
+6% +$99.1K 0.01% 893
2019
Q3 		$1.65M Sell
1,391
-4
-0.3% -$4.54K 0.01% 846
2019
Q2 		$1.52M Buy
1,395
+38
+3% +$39.8K 0.01% 891
2019
Q1 		$1.35M Buy
1,357
+29
+2% +$29.4K 0.01% 915
2018
Q4 		$1.38M Sell
1,328
-186
-12% -$203K 0.01% 784
2018
Q3 		$1.8M Buy
1,514
+157
+12% +$185K 0.02% 685
2018
Q2 		$1.47M Sell
1,357
-92
-6% -$104K 0.02% 678
2018
Q1 		$1.7M Sell
1,449
-676
-32% -$761K 0.02% 623
2017
Q4 		$2.42M Buy
2,125
+385
+22% +$421K 0.03% 492
2017
Q3 		$1.86M Buy
1,740
+654
+60% +$676K 0.03% 531
2017
Q2 		$1.06M Sell
1,086
-181
-14% -$176K 0.02% 730
2017
Q1 		$1.24M Buy
1,267
+707
+126% +$668K 0.03% 615
2016
Q4 		$509K Sell
560
-108
-16% -$96.3K 0.01% 1014
2016
Q3 		$623K Buy
668
+328
+96% +$306K 0.02% 855
2016
Q2 		$322K Buy
+340
New +$317K 0.01% 1165

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Advisor Group's MKL Position: Q4 2019 in Review

Advisor Group increased its Markel Group (MKL) stake by 6.3% in Q4 2019, buying an estimated $99.1K and bringing the position to 1,478 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #893.

Advisor Group first reported a position in MKL in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.42M in Q4 2017. 570 funds tracked by Wall St. Rank hold MKL as of Q4 2019.

  • Advisor Group held 1,478 shares of Markel Group worth $1.69M as of Q4 2019.
  • Advisor Group bought 87 Markel Group shares in Q4 2019, an estimated $99.1K.
  • Markel Group made up 0.01% of Advisor Group's portfolio in Q4 2019, its #893 holding.
  • Advisor Group first reported a position in Markel Group in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Markel Group position peaked at $2.42M in Q4 2017.
  • 570 funds tracked by Wall St. Rank held Markel Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.