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Center for Financial Planning’s Markel Group MKL Stock Holding History

Center for Financial Planning’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
2021
Q2 		– Sell
-3
Closed -$3K – 528
2021
Q1 		$3K Hold
3
– – ﹤0.01% 477
2020
Q4 		$3K Hold
3
– – ﹤0.01% 421
2020
Q3 		$3K Hold
3
– – ﹤0.01% 392
2020
Q2 		$3K Sell
3
-4
-57% -$3.64K ﹤0.01% 397
2020
Q1 		$6K Buy
7
+4
+133% +$4.57K ﹤0.01% 390
2019
Q4 		$3K Buy
+3
New +$3.42K ﹤0.01% 408

Other funds holding MKL

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Center for Financial Planning's MKL Position: Q2 2021 in Review

Center for Financial Planning sold out of Markel Group (MKL) in Q2 2021, closing a stake of 3 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in MKL in Q4 2019 and held it in 6 quarters. The position peaked at $6K in Q1 2020. 588 funds tracked by Wall St. Rank hold MKL as of Q2 2021.

  • Center for Financial Planning reported no remaining Markel Group position as of Q2 2021 after selling out during the quarter.
  • Center for Financial Planning sold 3 Markel Group shares in Q2 2021, an estimated $3K.
  • Center for Financial Planning first reported a position in Markel Group in Q4 2019 and held it in 6 quarters.
  • Center for Financial Planning's Markel Group position peaked at $6K in Q1 2020.
  • 588 funds tracked by Wall St. Rank held Markel Group as of Q2 2021.

Based on Center for Financial Planning's 13F filing for Q2 2021, filed 29 Jul 2021.