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AIA Investment Management’s Markel Group MKL Stock Holding History

AIA Investment 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
2020
Q3 		$934K Buy
959
+171
+22% +$174K 0.21% 78
2020
Q2 		$727K Buy
788
+18
+2% +$16.4K 0.16% 71
2020
Q1 		$714K Buy
770
+703
+1,049% +$804K 0.15% 56
2019
Q4 		$77K Buy
67
+58
+644% +$66.1K 0.1% 151
2019
Q3 		$11K Buy
+9
New +$10.2K 0.01% 320

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

AIA Investment Management's MKL Position: Q3 2020 in Review

AIA Investment Management increased its Markel Group (MKL) stake by 22% in Q3 2020, buying an estimated $174K and bringing the position to 959 shares worth $934K. The position accounts for 0.21% of the portfolio, ranked #78.

AIA Investment Management first reported a position in MKL in Q3 2019 and has held it in 5 quarters since. 531 funds tracked by Wall St. Rank hold MKL as of Q3 2020.

  • AIA Investment Management held 959 shares of Markel Group worth $934K as of Q3 2020.
  • AIA Investment Management bought 171 Markel Group shares in Q3 2020, an estimated $174K.
  • Markel Group made up 0.21% of AIA Investment Management's portfolio in Q3 2020, its #78 holding.
  • AIA Investment Management first reported a position in Markel Group in Q3 2019 and has held it in 5 quarters since.
  • 531 funds tracked by Wall St. Rank held Markel Group as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.