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Braun-Bostich & Associates’s Markel Group MKL Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-5
Closed -$6K – 319
2019
Q4 		$6K Buy
+5
New +$5.7K 0.01% 275
2019
Q3 		– Sell
-5
Closed -$5K – 214
2019
Q2 		$5K Hold
5
– – 0.01% 291
2019
Q1 		$5K Hold
5
– – 0.01% 292
2018
Q4 		$5K Hold
5
– – 0.01% 287
2018
Q3 		$6K Hold
5
– – 0.01% 288
2018
Q2 		$5K Hold
5
– – 0.01% 275
2018
Q1 		$6K Hold
5
– – 0.01% 285
2017
Q4 		$6K Buy
+5
New +$5.47K 0.01% 271

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Braun-Bostich & Associates's MKL Position: Q1 2020 in Review

Braun-Bostich & Associates sold out of Markel Group (MKL) in Q1 2020, closing a stake of 5 shares — an estimated $6K sold.

Braun-Bostich & Associates first reported a position in MKL in Q4 2017 and held it in 8 quarters. The position peaked at $6K in Q4 2019. 525 funds tracked by Wall St. Rank hold MKL as of Q1 2020.

  • Braun-Bostich & Associates reported no remaining Markel Group position as of Q1 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 5 Markel Group shares in Q1 2020, an estimated $6K.
  • Braun-Bostich & Associates first reported a position in Markel Group in Q4 2017 and held it in 8 quarters.
  • Braun-Bostich & Associates's Markel Group position peaked at $6K in Q4 2019.
  • 525 funds tracked by Wall St. Rank held Markel Group as of Q1 2020.

Based on Braun-Bostich & Associates's 13F filing for Q1 2020, filed 11 May 2020.