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Brown Advisory Securities’s Markel Group MKL Stock Holding History

Brown Advisory Securities’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
2019
Q2 		– Sell
-236
Closed -$236K – 267
2019
Q1 		$236K Sell
236
-442
-65% -$449K 0.06% 244
2018
Q4 		$692K Hold
678
– – 0.13% 154
2018
Q3 		$808K Buy
678
+4
+0.6% +$4.71K 0.13% 159
2018
Q2 		$732K Buy
674
+10
+2% +$11.3K 0.13% 166
2018
Q1 		$778K Sell
664
-42
-6% -$47.3K 0.14% 145
2017
Q4 		$802K Buy
706
+17
+2% +$18.6K 0.15% 144
2017
Q3 		$737K Hold
689
– – 0.16% 145
2017
Q2 		$674K Hold
689
– – 0.15% 148
2017
Q1 		$674K Buy
689
+5
+0.7% +$4.73K 0.17% 138
2016
Q4 		$618K Buy
684
+25
+4% +$22.3K 0.17% 136
2016
Q3 		$613K Sell
659
-6
-0.9% -$5.6K 0.18% 131
2016
Q2 		$635K Buy
665
+5
+0.8% +$4.66K 0.2% 121
2016
Q1 		$588K Sell
660
-90
-12% -$77.4K 0.19% 123
2015
Q4 		$663K Buy
750
+23
+3% +$20K 0.23% 100
2015
Q3 		$582K Hold
727
– – 0.21% 116
2015
Q2 		$582K Buy
727
+86
+13% +$66.9K 0.19% 127
2015
Q1 		$492K Buy
641
+44
+7% +$31.8K 0.17% 144
2014
Q4 		$406K Sell
597
-10
-2% -$6.78K 0.15% 156
2014
Q3 		$387K Buy
607
+15
+3% +$9.68K 0.14% 172
2014
Q2 		$390K Buy
592
+125
+27% +$78.8K 0.14% 171
2014
Q1 		$278K Buy
467
+58
+14% +$33K 0.11% 199
2013
Q4 		$239K Buy
+409
New +$222K 0.1% 210

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Brown Advisory Securities's MKL Position: Q2 2019 in Review

Brown Advisory Securities sold out of Markel Group (MKL) in Q2 2019, closing a stake of 236 shares — an estimated $236K sold.

Brown Advisory Securities first reported a position in MKL in Q4 2013 and held it in 22 quarters. The position peaked at $808K in Q3 2018. 516 funds tracked by Wall St. Rank hold MKL as of Q2 2019.

  • Brown Advisory Securities reported no remaining Markel Group position as of Q2 2019 after selling out during the quarter.
  • Brown Advisory Securities sold 236 Markel Group shares in Q2 2019, an estimated $236K.
  • Brown Advisory Securities first reported a position in Markel Group in Q4 2013 and held it in 22 quarters.
  • Brown Advisory Securities's Markel Group position peaked at $808K in Q3 2018.
  • 516 funds tracked by Wall St. Rank held Markel Group as of Q2 2019.

Based on Brown Advisory Securities's 13F filing for Q2 2019, filed 12 Aug 2019.