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Cambridge Trust’s Markel Group MKL Stock Holding History

Cambridge Trust’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
-341
Closed -$340K – 260
2019
Q1 		$340K Sell
341
-280
-45% -$284K 0.02% 201
2018
Q4 		$645K Buy
621
+7
+1% +$7.66K 0.04% 151
2018
Q3 		$730K Buy
614
+18
+3% +$21.2K 0.04% 152
2018
Q2 		$646K Buy
596
+27
+5% +$30.5K 0.04% 161
2018
Q1 		$666K Buy
569
+56
+11% +$63K 0.04% 161
2017
Q4 		$584K Buy
513
+1
+0.2% +$1.09K 0.04% 171
2017
Q3 		$547K Buy
512
+50
+11% +$51.7K 0.04% 168
2017
Q2 		$451K Buy
462
+2
+0.4% +$1.94K 0.03% 175
2017
Q1 		$449K Buy
+460
New +$435K 0.03% 189

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Cambridge Trust's MKL Position: Q2 2019 in Review

Cambridge Trust sold out of Markel Group (MKL) in Q2 2019, closing a stake of 341 shares — an estimated $340K sold.

Cambridge Trust first reported a position in MKL in Q1 2017 and held it in 9 quarters. The position peaked at $730K in Q3 2018. 517 funds tracked by Wall St. Rank hold MKL as of Q2 2019.

  • Cambridge Trust reported no remaining Markel Group position as of Q2 2019 after selling out during the quarter.
  • Cambridge Trust sold 341 Markel Group shares in Q2 2019, an estimated $340K.
  • Cambridge Trust first reported a position in Markel Group in Q1 2017 and held it in 9 quarters.
  • Cambridge Trust's Markel Group position peaked at $730K in Q3 2018.
  • 517 funds tracked by Wall St. Rank held Markel Group as of Q2 2019.

Based on Cambridge Trust's 13F filing for Q2 2019, filed 29 Jul 2019.