AlphaCore Capital’s Markel Group MKL Stock Holding History

AlphaCore Capital’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 Q1	–	Sell	-400	Closed	-$457K	–	352
2019 Q4	$457K	Buy	+400	New	+$456K	0.28%	43

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AlphaCore Capital's MKL Position: Q1 2020 in Review

AlphaCore Capital sold out of Markel Group (MKL) in Q1 2020, closing a stake of 400 shares — an estimated $457K sold.

AlphaCore Capital first reported a position in MKL in Q4 2019 and held it in 1 quarter. The position peaked at $457K in Q4 2019. 525 funds tracked by Wall St. Rank hold MKL as of Q1 2020.

AlphaCore Capital reported no remaining Markel Group position as of Q1 2020 after selling out during the quarter.
AlphaCore Capital sold 400 Markel Group shares in Q1 2020, an estimated $457K.
AlphaCore Capital first reported a position in Markel Group in Q4 2019 and held it in 1 quarter.
AlphaCore Capital's Markel Group position peaked at $457K in Q4 2019.
525 funds tracked by Wall St. Rank held Markel Group as of Q1 2020.

Based on AlphaCore Capital's 13F filing for Q1 2020, filed 4 May 2020.