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BWFA
Baltimore-Washington Financial Advisors’s
Markel Group
MKL
Stock Holding History
Baltimore-Washington Financial 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
2017
Q1
–
Sell
-5,420
Closed
-$4.9M
–
73
2016
Q4
$4.9M
Sell
5,420
-653
-11%
-$582K
1.34%
35
2016
Q3
$5.64M
Sell
6,073
-197
-3%
-$184K
1.61%
27
2016
Q2
$5.97M
Sell
6,270
-83
-1%
-$77.3K
1.78%
25
2016
Q1
$5.66M
Buy
6,353
+267
+4%
+$229K
1.72%
26
2015
Q4
$5.38M
Buy
6,086
+162
+3%
+$141K
1.68%
25
2015
Q3
$4.75M
Buy
5,924
+115
+2%
+$97.3K
1.51%
26
2015
Q2
$4.65M
Buy
5,809
+1,030
+22%
+$801K
1.38%
32
2015
Q1
$3.67M
Buy
4,779
+398
+9%
+$288K
1.07%
41
2014
Q4
$2.99M
Buy
4,381
+471
+12%
+$319K
0.89%
51
2014
Q3
$2.49M
Buy
3,910
+750
+24%
+$484K
0.8%
56
2014
Q2
$2.07M
Buy
+3,160
New
+$1.99M
0.64%
61
2013
Q4
–
Sell
-60
Closed
-$31K
–
316
2013
Q3
$31K
Buy
+60
New
+$31.5K
0.01%
141
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$21.8B AUM
23.45%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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