BNC Wealth Management’s Markel Group MKL Stock Holding History

BNC Wealth 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
2020 Q4	–	Sell	-57	Closed	-$56K	–	327
2020 Q3	$56K	Buy	+57	New	+$57.9K	0.04%	163

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

BNC Wealth Management's MKL Position: Q4 2020 in Review

BNC Wealth Management sold out of Markel Group (MKL) in Q4 2020, closing a stake of 57 shares — an estimated $56K sold.

BNC Wealth Management first reported a position in MKL in Q3 2020 and held it in 1 quarter. The position peaked at $56K in Q3 2020. 568 funds tracked by Wall St. Rank hold MKL as of Q4 2020.

BNC Wealth Management reported no remaining Markel Group position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 57 Markel Group shares in Q4 2020, an estimated $56K.
BNC Wealth Management first reported a position in Markel Group in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Markel Group position peaked at $56K in Q3 2020.
568 funds tracked by Wall St. Rank held Markel Group as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.