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Allred Capital Management’s Markel Group MKL Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-81
Closed -$92.3K – 536
2021
Q1 		$92.3K Buy
+81
New +$87.4K 0.04% 277
2020
Q1 		– Sell
-58
Closed -$66.3K – 477
2019
Q4 		$66.3K Buy
+58
New +$66.1K 0.04% 283

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
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Allred Capital Management's MKL Position: Q2 2021 in Review

Allred Capital Management sold out of Markel Group (MKL) in Q2 2021, closing a stake of 81 shares — an estimated $92.3K sold.

Allred Capital Management first reported a position in MKL in Q4 2019 and held it in 2 quarters. The position peaked at $92.3K in Q1 2021. 587 funds tracked by Wall St. Rank hold MKL as of Q2 2021.

  • Allred Capital Management reported no remaining Markel Group position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 81 Markel Group shares in Q2 2021, an estimated $92.3K.
  • Allred Capital Management first reported a position in Markel Group in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Markel Group position peaked at $92.3K in Q1 2021.
  • 587 funds tracked by Wall St. Rank held Markel Group as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.