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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 $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

BDO Wealth Advisors's MKL Position: Q2 2020 in Review

BDO Wealth Advisors sold out of Markel Group (MKL) in Q2 2020, closing a stake of 20 shares — an estimated $19K sold.

BDO Wealth Advisors first reported a position in MKL in Q2 2017 and held it in 9 quarters. The position peaked at $202K in Q3 2018. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

  • BDO Wealth Advisors reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 20 Markel Group shares in Q2 2020, an estimated $19K.
  • BDO Wealth Advisors first reported a position in Markel Group in Q2 2017 and held it in 9 quarters.
  • BDO Wealth Advisors's Markel Group position peaked at $202K in Q3 2018.
  • 518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.