Advisory Alpha’s Markel Group MKL Stock Holding History

Advisory Alpha’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
2020 Q2	–	Sell	-22	Closed	-$19.4K	–	409
2020 Q1	$19.4K	Sell	22 -5	-19%	-$5.72K	0.01%	317
2019 Q4	$31.6K	Hold	27	–	–	0.01%	339
2019 Q3	$31K	Buy	+27	New	+$30.7K	0.01%	304
2019 Q2	–	Sell	-27	Closed	-$28.2K	–	441
2019 Q1	$28.2K	Buy	+27	New	+$27.4K	0.01%	301

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Advisory Alpha's MKL Position: Q2 2020 in Review

Advisory Alpha sold out of Markel Group (MKL) in Q2 2020, closing a stake of 22 shares — an estimated $19.4K sold.

Advisory Alpha first reported a position in MKL in Q1 2019 and held it in 4 quarters. The position peaked at $31.6K in Q4 2019. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

Advisory Alpha reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
Advisory Alpha sold 22 Markel Group shares in Q2 2020, an estimated $19.4K.
Advisory Alpha first reported a position in Markel Group in Q1 2019 and held it in 4 quarters.
Advisory Alpha's Markel Group position peaked at $31.6K in Q4 2019.
518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on Advisory Alpha's 13F filing for Q2 2020, filed 14 Aug 2020.