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CSat Investment Advisory’s Markel Group MKL Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-227
Closed -$221K – 779
2020
Q3 		$221K Sell
227
-85
-27% -$86.3K 0.02% 256
2020
Q2 		$288K Sell
312
-240
-43% -$218K 0.03% 247
2020
Q1 		$512K Buy
552
+529
+2,300% +$605K 0.11% 134
2019
Q4 		$26K Buy
23
+2
+10% +$2.28K 0.01% 721
2019
Q3 		$25K Hold
21
– – 0.01% 668
2019
Q2 		$23K Buy
+21
New +$22K 0.01% 668

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

CSat Investment Advisory's MKL Position: Q4 2020 in Review

CSat Investment Advisory sold out of Markel Group (MKL) in Q4 2020, closing a stake of 227 shares — an estimated $221K sold.

CSat Investment Advisory first reported a position in MKL in Q2 2019 and held it in 6 quarters. The position peaked at $512K in Q1 2020. 568 funds tracked by Wall St. Rank hold MKL as of Q4 2020.

  • CSat Investment Advisory reported no remaining Markel Group position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 227 Markel Group shares in Q4 2020, an estimated $221K.
  • CSat Investment Advisory first reported a position in Markel Group in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Markel Group position peaked at $512K in Q1 2020.
  • 568 funds tracked by Wall St. Rank held Markel Group as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.