Aureus Asset Management’s Markel Group MKL Stock Holding History

Aureus Asset 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
2021 Q1	–	Sell	-240	Closed	-$248K	–	190
2020 Q4	$248K	Hold	240	–	–	0.02%	165
2020 Q3	$234K	Sell	240 -50	-17%	-$50.8K	0.02%	159
2020 Q2	$268K	Buy	290 +50	+21%	+$45.4K	0.03%	137
2020 Q1	$223K	Hold	240	–	–	0.03%	138
2019 Q4	$274K	Hold	240	–	–	0.03%	155
2019 Q3	$284K	Hold	240	–	–	0.04%	139
2019 Q2	$262K	Hold	240	–	–	0.03%	152
2019 Q1	$239K	Hold	240	–	–	0.03%	157
2018 Q4	$249K	Sell	240 -150	-38%	-$164K	0.04%	147
2018 Q3	$464K	Sell	390 -250	-39%	-$294K	0.06%	118
2018 Q2	$694K	Hold	640	–	–	0.1%	98
2018 Q1	$749K	Hold	640	–	–	0.11%	86
2017 Q4	$729K	Sell	640 -150	-19%	-$164K	0.11%	89
2017 Q3	$844K	Buy	+790	New	+$817K	0.13%	79

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

Aureus Asset Management's MKL Position: Q1 2021 in Review

Aureus Asset Management sold out of Markel Group (MKL) in Q1 2021, closing a stake of 240 shares — an estimated $248K sold.

Aureus Asset Management first reported a position in MKL in Q3 2017 and held it in 14 quarters. The position peaked at $844K in Q3 2017. 574 funds tracked by Wall St. Rank hold MKL as of Q1 2021.

Aureus Asset Management reported no remaining Markel Group position as of Q1 2021 after selling out during the quarter.
Aureus Asset Management sold 240 Markel Group shares in Q1 2021, an estimated $248K.
Aureus Asset Management first reported a position in Markel Group in Q3 2017 and held it in 14 quarters.
Aureus Asset Management's Markel Group position peaked at $844K in Q3 2017.
574 funds tracked by Wall St. Rank held Markel Group as of Q1 2021.

Based on Aureus Asset Management's 13F filing for Q1 2021, filed 14 May 2021.