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Clarus Wealth Advisors’s Markel Group MKL Stock Holding History

Clarus Wealth Advisors’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 		– Sell
-10
Closed -$11K – 404
2019
Q2 		$11K Hold
10
– – 0.01% 427
2019
Q1 		$10K Hold
10
– – 0.01% 523
2018
Q4 		$10K Hold
10
– – 0.02% 515
2018
Q3 		$12K Hold
10
– – 0.01% 515
2018
Q2 		$12K Buy
+10
New +$11.3K 0.01% 501

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

Clarus Wealth Advisors's MKL Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Markel Group (MKL) in Q3 2019, closing a stake of 10 shares — an estimated $11K sold.

Clarus Wealth Advisors first reported a position in MKL in Q2 2018 and held it in 5 quarters. The position peaked at $12K in Q3 2018. 509 funds tracked by Wall St. Rank hold MKL as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Markel Group position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 10 Markel Group shares in Q3 2019, an estimated $11K.
  • Clarus Wealth Advisors first reported a position in Markel Group in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Markel Group position peaked at $12K in Q3 2018.
  • 509 funds tracked by Wall St. Rank held Markel Group as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.