BWA
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BDO Wealth Advisors’s Markel Group MKL Stock Holding History

BDO 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
2020
Q2 		– Sell
-20
Closed -$19K – 739
2020
Q1 		$19K Buy
+20
New +$22.9K ﹤0.01% 460
2019
Q2 		– Sell
-140
Closed -$139K – 659
2019
Q1 		$139K Sell
140
-30
-18% -$30.5K 0.04% 198
2018
Q4 		$176K Hold
170
– – 0.06% 163
2018
Q3 		$202K Sell
170
-2
-1% -$2.35K 0.07% 156
2018
Q2 		$187K Buy
172
+2
+1% +$2.26K 0.06% 162
2018
Q1 		$199K Hold
170
– – 0.07% 127
2017
Q4 		$194K Hold
170
– – 0.09% 112
2017
Q3 		$182K Hold
170
– – 0.09% 108
2017
Q2 		$166K Buy
+170
New +$165K 0.07% 136

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