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Capital One Investing’s Markel Group MKL Stock Holding History

Capital One Investing’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
Q3 		$362K Sell
305
-15
-5% -$17K 0.08% 140
2019
Q2 		$349K Buy
320
+10
+3% +$10.5K 0.09% 131
2019
Q1 		$309K Buy
310
+40
+15% +$40.6K 0.08% 147
2018
Q4 		$280K Buy
+270
New +$295K 0.1% 116

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 $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 $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 $21.8B AUM 23.45% 1-Year Est. Return

Capital One Investing's MKL Position: Q3 2019 in Review

Capital One Investing reduced its Markel Group (MKL) stake by 4.7% in Q3 2019, selling an estimated $17K and leaving 305 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #140.

Capital One Investing first reported a position in MKL in Q4 2018 and has held it in 4 quarters since. 509 funds tracked by Wall St. Rank hold MKL as of Q3 2019.

  • Capital One Investing held 305 shares of Markel Group worth $362K as of Q3 2019.
  • Capital One Investing sold 15 Markel Group shares in Q3 2019, an estimated $17K.
  • Markel Group made up 0.08% of Capital One Investing's portfolio in Q3 2019, its #140 holding.
  • Capital One Investing first reported a position in Markel Group in Q4 2018 and has held it in 4 quarters since.
  • 509 funds tracked by Wall St. Rank held Markel Group as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.