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Argent Wealth Management’s Markel Group MKL Stock Holding History

Argent Wealth Management’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
Q2 		$1.93M Buy
1,783
+239
+15% +$217K 0.32% 57
2020
Q1 		$1.43M Buy
1,544
+124
+9% +$142K 0.29% 61
2019
Q4 		$1.62M Buy
+1,420
New +$1.62M 0.27% 64

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
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

Argent Wealth Management's MKL Position: Q2 2020 in Review

Argent Wealth Management increased its Markel Group (MKL) stake by 15% in Q2 2020, buying an estimated $217K and bringing the position to 1,783 shares worth $1.93M. The position accounts for 0.32% of the portfolio, ranked #57.

Argent Wealth Management first reported a position in MKL in Q4 2019 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

  • Argent Wealth Management held 1,783 shares of Markel Group worth $1.93M as of Q2 2020.
  • Argent Wealth Management bought 239 Markel Group shares in Q2 2020, an estimated $217K.
  • Markel Group made up 0.32% of Argent Wealth Management's portfolio in Q2 2020, its #57 holding.
  • Argent Wealth Management first reported a position in Markel Group in Q4 2019 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.