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Engrave Wealth Partners’s Markel Group MKL Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-9
Closed -$8K – 283
2020
Q2 		$8K Hold
9
– – 0.01% 272
2020
Q1 		$8K Sell
9
-13
-59% -$14.9K 0.01% 224
2019
Q4 		$25K Buy
+22
New +$25.1K 0.02% 190

Other funds holding MKL

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Engrave Wealth Partners's MKL Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Markel Group (MKL) in Q3 2020, closing a stake of 9 shares — an estimated $8K sold.

Engrave Wealth Partners first reported a position in MKL in Q4 2019 and held it in 3 quarters. The position peaked at $25K in Q4 2019. 532 funds tracked by Wall St. Rank hold MKL as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Markel Group position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 9 Markel Group shares in Q3 2020, an estimated $8K.
  • Engrave Wealth Partners first reported a position in Markel Group in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Markel Group position peaked at $25K in Q4 2019.
  • 532 funds tracked by Wall St. Rank held Markel Group as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.