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Allegis Investment Advisors’s Markel Group MKL Stock Holding History

Allegis Investment Advisors’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
2018
Q1 		$532K Sell
455
-87
-16% -$97.9K 0.16% 128
2017
Q4 		$617K Sell
542
-38
-7% -$41.5K 0.18% 127
2017
Q3 		$619K Sell
580
-236
-29% -$244K 0.15% 131
2017
Q2 		$796K Sell
816
-85
-9% -$82.5K 0.2% 113
2017
Q1 		$879K Buy
+901
New +$852K 0.23% 106

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 $204B AUM 27.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allegis Investment Advisors's MKL Position: Q1 2018 in Review

Allegis Investment Advisors reduced its Markel Group (MKL) stake by 16% in Q1 2018, selling an estimated $97.9K and leaving 455 shares worth $532K. The position accounts for 0.16% of the portfolio, ranked #128.

Allegis Investment Advisors first reported a position in MKL in Q1 2017 and has held it in 5 quarters since. The position peaked at $879K in Q1 2017. 493 funds tracked by Wall St. Rank hold MKL as of Q1 2018.

  • Allegis Investment Advisors held 455 shares of Markel Group worth $532K as of Q1 2018.
  • Allegis Investment Advisors sold 87 Markel Group shares in Q1 2018, an estimated $97.9K.
  • Markel Group made up 0.16% of Allegis Investment Advisors's portfolio in Q1 2018, its #128 holding.
  • Allegis Investment Advisors first reported a position in Markel Group in Q1 2017 and has held it in 5 quarters since.
  • Allegis Investment Advisors's Markel Group position peaked at $879K in Q1 2017.
  • 493 funds tracked by Wall St. Rank held Markel Group as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.