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Aperio Group’s Markel Group MKL Stock Holding History

Aperio 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
Q4 		$3.98M Sell
3,847
-1,351
-26% -$1.35M 0.01% 931
2020
Q3 		$5.06M Buy
5,198
+1,127
+28% +$1.14M 0.02% 733
2020
Q2 		$3.76M Sell
4,071
-1,420
-26% -$1.29M 0.01% 839
2020
Q1 		$5.1M Buy
5,491
+294
+6% +$336K 0.02% 644
2019
Q4 		$5.94M Buy
5,197
+190
+4% +$216K 0.02% 676
2019
Q3 		$5.92M Sell
5,007
-56
-1% -$63.6K 0.02% 653
2019
Q2 		$5.52M Buy
5,063
+191
+4% +$200K 0.02% 675
2019
Q1 		$4.85M Sell
4,872
-865
-15% -$878K 0.02% 713
2018
Q4 		$5.96M Sell
5,737
-1,038
-15% -$1.14M 0.03% 575
2018
Q3 		$8.05M Buy
6,775
+341
+5% +$401K 0.04% 514
2018
Q2 		$6.98M Buy
6,434
+153
+2% +$173K 0.03% 551
2018
Q1 		$7.35M Buy
6,281
+347
+6% +$391K 0.04% 526
2017
Q4 		$6.76M Buy
5,934
+229
+4% +$250K 0.03% 538
2017
Q3 		$6.09M Buy
5,705
+237
+4% +$245K 0.03% 536
2017
Q2 		$5.34M Buy
5,468
+335
+7% +$325K 0.03% 556
2017
Q1 		$5.01M Sell
5,133
-347
-6% -$328K 0.03% 549
2016
Q4 		$4.96M Buy
5,480
+470
+9% +$419K 0.04% 509
2016
Q3 		$4.65M Buy
5,010
+667
+15% +$622K 0.03% 562
2016
Q2 		$4.14M Buy
4,343
+175
+4% +$163K 0.03% 569
2016
Q1 		$3.72M Buy
4,168
+809
+24% +$695K 0.03% 582
2015
Q4 		$2.97M Sell
3,359
-97
-3% -$84.4K 0.03% 615
2015
Q3 		$2.77M Buy
3,456
+78
+2% +$66K 0.03% 618
2015
Q2 		$2.71M Buy
3,378
+393
+13% +$306K 0.03% 611
2015
Q1 		$2.29M Buy
2,985
+157
+6% +$113K 0.03% 630
2014
Q4 		$1.93M Sell
2,828
-140
-5% -$94.9K 0.02% 652
2014
Q3 		$1.89M Buy
2,968
+321
+12% +$207K 0.03% 629
2014
Q2 		$1.74M Buy
2,647
+116
+5% +$73.1K 0.03% 636
2014
Q1 		$1.51M Buy
+2,531
New +$1.44M 0.02% 809
2013
Q4 		– Sell
-1,428
Closed -$775K – 783
2013
Q3 		$739K Buy
1,428
+568
+66% +$298K 0.01% 972
2013
Q2 		$453K Buy
+860
New +$450K 0.01% 1082

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Aperio Group's MKL Position: Q4 2020 in Review

Aperio Group reduced its Markel Group (MKL) stake by 26% in Q4 2020, selling an estimated $1.35M and leaving 3,847 shares worth $3.98M. The position accounts for 0.01% of the portfolio, ranked #931.

Aperio Group first reported a position in MKL in Q2 2013 and has held it in 30 quarters since. The position peaked at $8.05M in Q3 2018. 569 funds tracked by Wall St. Rank hold MKL as of Q4 2020.

  • Aperio Group held 3,847 shares of Markel Group worth $3.98M as of Q4 2020.
  • Aperio Group sold 1,351 Markel Group shares in Q4 2020, an estimated $1.35M.
  • Markel Group made up 0.01% of Aperio Group's portfolio in Q4 2020, its #931 holding.
  • Aperio Group first reported a position in Markel Group in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Markel Group position peaked at $8.05M in Q3 2018.
  • 569 funds tracked by Wall St. Rank held Markel Group as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.