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Archford Capital Strategies’s Markel Group MKL Stock Holding History

Archford Capital Strategies’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
2019
Q2 		– Sell
-40
Closed -$40K – 568
2019
Q1 		$40K Hold
40
– – 0.01% 291
2018
Q4 		$42K Hold
40
– – 0.02% 273
2018
Q3 		$48K Hold
40
– – 0.02% 299
2018
Q2 		$43K Hold
40
– – 0.02% 305
2018
Q1 		$46K Buy
+40
New +$45K 0.02% 214
2017
Q2 		– Sell
-40
Closed -$39K – 457
2017
Q1 		$39K Hold
40
– – 0.01% 303
2016
Q4 		$36K Hold
40
– – 0.02% 280
2016
Q3 		$37K Buy
+40
New +$37.3K 0.02% 284

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

Archford Capital Strategies's MKL Position: Q2 2019 in Review

Archford Capital Strategies sold out of Markel Group (MKL) in Q2 2019, closing a stake of 40 shares — an estimated $40K sold.

Archford Capital Strategies first reported a position in MKL in Q3 2016 and held it in 8 quarters. The position peaked at $48K in Q3 2018. 517 funds tracked by Wall St. Rank hold MKL as of Q2 2019.

  • Archford Capital Strategies reported no remaining Markel Group position as of Q2 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 40 Markel Group shares in Q2 2019, an estimated $40K.
  • Archford Capital Strategies first reported a position in Markel Group in Q3 2016 and held it in 8 quarters.
  • Archford Capital Strategies's Markel Group position peaked at $48K in Q3 2018.
  • 517 funds tracked by Wall St. Rank held Markel Group as of Q2 2019.

Based on Archford Capital Strategies's 13F filing for Q2 2019, filed 18 Jul 2019.