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Atlas Private Wealth Advisors’s Markel Group MKL Stock Holding History

Atlas Private Wealth Advisors’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
Q2 		– Sell
-1
Closed -$1K – 879
2021
Q1 		$1K Buy
+1
New +$1.08K ﹤0.01% 824

Other funds holding MKL

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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
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Atlas Private Wealth Advisors's MKL Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Markel Group (MKL) in Q2 2021, closing a stake of 1 share — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in MKL in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 587 funds tracked by Wall St. Rank hold MKL as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Markel Group position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1 Markel Group share in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in Markel Group in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Markel Group position peaked at $1K in Q1 2021.
  • 587 funds tracked by Wall St. Rank held Markel Group as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.