CS
MKL icon

Credential Securities’s Markel Group MKL Stock Holding History

Credential Securities’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
2018
Q2 		– Sell
-10
Closed -$11.7K – 265
2018
Q1 		$11.7K Buy
+10
New +$11.3K ﹤0.01% 243

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Credential Securities's MKL Position: Q2 2018 in Review

Credential Securities sold out of Markel Group (MKL) in Q2 2018, closing a stake of 10 shares — an estimated $11.7K sold.

Credential Securities first reported a position in MKL in Q1 2018 and held it in 1 quarter. The position peaked at $11.7K in Q1 2018. 496 funds tracked by Wall St. Rank hold MKL as of Q2 2018.

  • Credential Securities reported no remaining Markel Group position as of Q2 2018 after selling out during the quarter.
  • Credential Securities sold 10 Markel Group shares in Q2 2018, an estimated $11.7K.
  • Credential Securities first reported a position in Markel Group in Q1 2018 and held it in 1 quarter.
  • Credential Securities's Markel Group position peaked at $11.7K in Q1 2018.
  • 496 funds tracked by Wall St. Rank held Markel Group as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.