Brinker Capital’s Markel Group MKL Stock Holding History

Brinker Capital’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 Q2	–	Sell	-218	Closed	-$202K	–	972
2020 Q1	$202K	Buy	218 +6	+3%	+$6.86K	0.01%	865
2019 Q4	$242K	Sell	212 -30	-12%	-$34.2K	0.01%	893
2019 Q3	$286K	Buy	242 +24	+11%	+$27.3K	0.01%	832
2019 Q2	$238K	Hold	218	–	–	0.01%	867
2019 Q1	$217K	Sell	218 -5	-2%	-$5.08K	0.01%	877
2018 Q4	$231K	Sell	223 -18	-7%	-$19.7K	0.01%	799
2018 Q3	$286K	Sell	241 -2	-0.8%	-$2.35K	0.01%	877
2018 Q2	$263K	Buy	+243	New	+$274K	0.01%	902

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

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

ACM

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

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

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

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

Brinker Capital's MKL Position: Q2 2020 in Review

Brinker Capital sold out of Markel Group (MKL) in Q2 2020, closing a stake of 218 shares — an estimated $202K sold.

Brinker Capital first reported a position in MKL in Q2 2018 and held it in 8 quarters. The position peaked at $286K in Q3 2019. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

Brinker Capital reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
Brinker Capital sold 218 Markel Group shares in Q2 2020, an estimated $202K.
Brinker Capital first reported a position in Markel Group in Q2 2018 and held it in 8 quarters.
Brinker Capital's Markel Group position peaked at $286K in Q3 2019.
518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.