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AGF Investments LLC’s Markel Group MKL Stock Holding History

AGF Investments LLC’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
Q3 		– Sell
-1,471
Closed -$1.36M – 588
2020
Q2 		$1.36M Buy
+1,471
New +$1.34M 0.14% 117
2019
Q2 		– Sell
-227
Closed -$226K – 679
2019
Q1 		$226K Buy
227
+113
+99% +$115K 0.05% 259
2018
Q4 		$118K Buy
114
+70
+159% +$76.6K 0.02% 398
2018
Q3 		$52K Buy
44
+8
+22% +$9.41K 0.01% 364
2018
Q2 		$39 Buy
+36
New +$40.7K ﹤0.01% 440

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

AGF Investments LLC's MKL Position: Q3 2020 in Review

AGF Investments LLC sold out of Markel Group (MKL) in Q3 2020, closing a stake of 1,471 shares — an estimated $1.36M sold.

AGF Investments LLC first reported a position in MKL in Q2 2018 and held it in 5 quarters. The position peaked at $1.36M in Q2 2020. 531 funds tracked by Wall St. Rank hold MKL as of Q3 2020.

  • AGF Investments LLC reported no remaining Markel Group position as of Q3 2020 after selling out during the quarter.
  • AGF Investments LLC sold 1,471 Markel Group shares in Q3 2020, an estimated $1.36M.
  • AGF Investments LLC first reported a position in Markel Group in Q2 2018 and held it in 5 quarters.
  • AGF Investments LLC's Markel Group position peaked at $1.36M in Q2 2020.
  • 531 funds tracked by Wall St. Rank held Markel Group as of Q3 2020.

Based on AGF Investments LLC's 13F filing for Q3 2020, filed 12 Nov 2020.