Brightworth’s Markel Group MKL Stock Holding History

Brightworth’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
2018 Q2	–	Sell	-228	Closed	-$267K	–	114
2018 Q1	$267K	Buy	228 +16	+8%	+$18K	0.06%	97
2017 Q4	$241K	Hold	212	–	–	0.05%	101
2017 Q3	$226K	Buy	+212	New	+$219K	0.05%	113
2016 Q4	–	Sell	-225	Closed	-$214K	–	49
2016 Q3	$214K	Hold	225	–	–	0.16%	7
2016 Q2	$214K	Hold	225	–	–	0.16%	6
2016 Q1	$201K	Sell	225 -54	-19%	-$46.4K	0.15%	9
2015 Q4	$246K	Buy	+279	New	+$243K	0.25%	11

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brightworth's MKL Position: Q2 2018 in Review

Brightworth sold out of Markel Group (MKL) in Q2 2018, closing a stake of 228 shares — an estimated $267K sold.

Brightworth first reported a position in MKL in Q4 2015 and held it in 7 quarters. The position peaked at $267K in Q1 2018. 495 funds tracked by Wall St. Rank hold MKL as of Q2 2018.

Brightworth reported no remaining Markel Group position as of Q2 2018 after selling out during the quarter.
Brightworth sold 228 Markel Group shares in Q2 2018, an estimated $267K.
Brightworth first reported a position in Markel Group in Q4 2015 and held it in 7 quarters.
Brightworth's Markel Group position peaked at $267K in Q1 2018.
495 funds tracked by Wall St. Rank held Markel Group as of Q2 2018.

Based on Brightworth's 13F filing for Q2 2018, filed 3 Aug 2018.