Altus Wealth Group’s Markel Group MKL Stock Holding History

Altus Wealth 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
2021 Q1	–	Sell	-11	Closed	-$11K	–	535
2020 Q4	$11K	Buy	+11	New	+$11K	0.01%	503

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Altus Wealth Group's MKL Position: Q1 2021 in Review

Altus Wealth Group sold out of Markel Group (MKL) in Q1 2021, closing a stake of 11 shares — an estimated $11K sold.

Altus Wealth Group first reported a position in MKL in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 574 funds tracked by Wall St. Rank hold MKL as of Q1 2021.

Altus Wealth Group reported no remaining Markel Group position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 11 Markel Group shares in Q1 2021, an estimated $11K.
Altus Wealth Group first reported a position in Markel Group in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Markel Group position peaked at $11K in Q4 2020.
574 funds tracked by Wall St. Rank held Markel Group as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.