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Edge Capital Group’s Markel Group MKL Stock Holding History

Edge Capital Group’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
-500
Closed -$570K – 286
2021
Q1 		$570K Buy
500
+3
+0.6% +$3.24K 0.05% 172
2020
Q4 		$514K Buy
497
+2
+0.4% +$1.99K 0.04% 166
2020
Q3 		$482K Buy
+495
New +$503K 0.05% 161

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
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Edge Capital Group's MKL Position: Q2 2021 in Review

Edge Capital Group sold out of Markel Group (MKL) in Q2 2021, closing a stake of 500 shares — an estimated $570K sold.

Edge Capital Group first reported a position in MKL in Q3 2020 and held it in 3 quarters. The position peaked at $570K in Q1 2021. 587 funds tracked by Wall St. Rank hold MKL as of Q2 2021.

  • Edge Capital Group reported no remaining Markel Group position as of Q2 2021 after selling out during the quarter.
  • Edge Capital Group sold 500 Markel Group shares in Q2 2021, an estimated $570K.
  • Edge Capital Group first reported a position in Markel Group in Q3 2020 and held it in 3 quarters.
  • Edge Capital Group's Markel Group position peaked at $570K in Q1 2021.
  • 587 funds tracked by Wall St. Rank held Markel Group as of Q2 2021.

Based on Edge Capital Group's 13F filing for Q2 2021, filed 9 Aug 2021.