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Capital Bank & Trust’s Markel Group MKL Stock Holding History

Capital Bank & 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
-250
Closed -$249K – 713
2019
Q1 		$249K Hold
250
– – ﹤0.01% 257
2018
Q4 		$260K Buy
250
+182
+268% +$199K ﹤0.01% 260
2018
Q3 		$81K Buy
+68
New +$80K ﹤0.01% 386

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

Capital Bank & Trust's MKL Position: Q2 2019 in Review

Capital Bank & Trust sold out of Markel Group (MKL) in Q2 2019, closing a stake of 250 shares — an estimated $249K sold.

Capital Bank & Trust first reported a position in MKL in Q3 2018 and held it in 3 quarters. The position peaked at $260K in Q4 2018. 517 funds tracked by Wall St. Rank hold MKL as of Q2 2019.

  • Capital Bank & Trust reported no remaining Markel Group position as of Q2 2019 after selling out during the quarter.
  • Capital Bank & Trust sold 250 Markel Group shares in Q2 2019, an estimated $249K.
  • Capital Bank & Trust first reported a position in Markel Group in Q3 2018 and held it in 3 quarters.
  • Capital Bank & Trust's Markel Group position peaked at $260K in Q4 2018.
  • 517 funds tracked by Wall St. Rank held Markel Group as of Q2 2019.

Based on Capital Bank & Trust's 13F filing for Q2 2019, filed 14 Aug 2019.