AWM
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Aevitas Wealth Management’s Markel Group MKL Stock Holding History

Aevitas Wealth Management’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
Q2 		– Sell
-30
Closed -$29K – 237
2019
Q1 		$29K Sell
30
-50
-63% -$50.8K 0.03% 230
2018
Q4 		$83K Hold
80
– – 0.08% 142
2018
Q3 		$95K Sell
80
-15
-16% -$17.7K 0.09% 144
2018
Q2 		$103K Hold
95
– – 0.1% 135
2018
Q1 		$111K Hold
95
– – 0.11% 127
2017
Q4 		$108K Buy
+95
New +$104K 0.1% 132

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

Aevitas Wealth Management's MKL Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Markel Group (MKL) in Q2 2019, closing a stake of 30 shares — an estimated $29K sold.

Aevitas Wealth Management first reported a position in MKL in Q4 2017 and held it in 6 quarters. The position peaked at $111K in Q1 2018. 517 funds tracked by Wall St. Rank hold MKL as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Markel Group position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 30 Markel Group shares in Q2 2019, an estimated $29K.
  • Aevitas Wealth Management first reported a position in Markel Group in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Markel Group position peaked at $111K in Q1 2018.
  • 517 funds tracked by Wall St. Rank held Markel Group as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.