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Boston Financial Management’s Markel Group MKL Stock Holding History

Boston Financial 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
-226
Closed -$220K – 236
2020
Q3 		$220K Hold
226
– – 0.01% 227
2020
Q2 		$209K Hold
226
– – 0.01% 228
2020
Q1 		$210K Buy
+226
New +$258K 0.01% 221

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
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
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Boston Financial Management's MKL Position: Q4 2020 in Review

Boston Financial Management sold out of Markel Group (MKL) in Q4 2020, closing a stake of 226 shares — an estimated $220K sold.

Boston Financial Management first reported a position in MKL in Q1 2020 and held it in 3 quarters. The position peaked at $220K in Q3 2020. 569 funds tracked by Wall St. Rank hold MKL as of Q4 2020.

  • Boston Financial Management reported no remaining Markel Group position as of Q4 2020 after selling out during the quarter.
  • Boston Financial Management sold 226 Markel Group shares in Q4 2020, an estimated $220K.
  • Boston Financial Management first reported a position in Markel Group in Q1 2020 and held it in 3 quarters.
  • Boston Financial Management's Markel Group position peaked at $220K in Q3 2020.
  • 569 funds tracked by Wall St. Rank held Markel Group as of Q4 2020.

Based on Boston Financial Management's 13F filing for Q4 2020, filed 10 Feb 2021.