AlphaSimPlex Group’s Markel Group MKL Stock Holding History

AlphaSimPlex Group’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	-878	Closed	-$1M	–	192
2019 Q4	$1M	Sell	878 -120	-12%	-$137K	0.38%	107
2019 Q3	$1.18M	Sell	998 -330	-25%	-$375K	0.45%	60
2019 Q2	$1.45M	Sell	1,328 -381	-22%	-$399K	0.45%	64
2019 Q1	$1.7M	Buy	+1,709	New	+$1.74M	0.57%	47

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

AlphaSimPlex Group's MKL Position: Q1 2020 in Review

AlphaSimPlex Group sold out of Markel Group (MKL) in Q1 2020, closing a stake of 878 shares — an estimated $1M sold.

AlphaSimPlex Group first reported a position in MKL in Q1 2019 and held it in 4 quarters. The position peaked at $1.7M in Q1 2019. 525 funds tracked by Wall St. Rank hold MKL as of Q1 2020.

AlphaSimPlex Group reported no remaining Markel Group position as of Q1 2020 after selling out during the quarter.
AlphaSimPlex Group sold 878 Markel Group shares in Q1 2020, an estimated $1M.
AlphaSimPlex Group first reported a position in Markel Group in Q1 2019 and held it in 4 quarters.
AlphaSimPlex Group's Markel Group position peaked at $1.7M in Q1 2019.
525 funds tracked by Wall St. Rank held Markel Group as of Q1 2020.

Based on AlphaSimPlex Group's 13F filing for Q1 2020, filed 13 May 2020.