B
MKL icon

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
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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return