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Edge Advisors’s Markel Group MKL Stock Holding History

Edge 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
2018
Q2 		$73K Hold
68
– – 0.01% 457
2018
Q1 		$79K Hold
68
– – 0.01% 448
2017
Q4 		$76K Buy
68
+3
+5% +$3.28K 0.01% 443
2017
Q3 		$69K Hold
65
– – 0.01% 447
2017
Q2 		$62K Hold
65
– – 0.01% 464
2017
Q1 		$62K Hold
65
– – 0.01% 472
2016
Q4 		$58K Buy
+65
New +$58K 0.01% 446

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

Edge Advisors's MKL Position: Q2 2018 in Review

Edge Advisors held its Markel Group (MKL) position steady in Q2 2018 at 68 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #457.

Edge Advisors first reported a position in MKL in Q4 2016 and has held it in 7 quarters since. The position peaked at $79K in Q1 2018. 496 funds tracked by Wall St. Rank hold MKL as of Q2 2018.

  • Edge Advisors held 68 shares of Markel Group worth $73K as of Q2 2018.
  • Edge Advisors left its Markel Group share count unchanged in Q2 2018.
  • Markel Group made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #457 holding.
  • Edge Advisors first reported a position in Markel Group in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Markel Group position peaked at $79K in Q1 2018.
  • 496 funds tracked by Wall St. Rank held Markel Group as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.