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Enterprise Bank & Trust’s Markel Group MKL Stock Holding History

Enterprise Bank & Trust’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
-636
Closed -$725K – 101
2021
Q1 		$725K Sell
636
-313
-33% -$338K 0.31% 61
2020
Q4 		$981K Sell
949
-19
-2% -$18.9K 0.42% 56
2020
Q3 		$943K Sell
968
-18
-2% -$18.3K 0.44% 55
2020
Q2 		$910K Buy
986
+126
+15% +$115K 0.46% 54
2020
Q1 		$798K Sell
860
-18
-2% -$20.6K 0.47% 55
2019
Q4 		$1M Buy
878
+63
+8% +$71.8K 0.45% 55
2019
Q3 		$963K Buy
815
+20
+3% +$22.7K 0.47% 53
2019
Q2 		$867K Sell
795
-14
-2% -$14.7K 0.45% 56
2019
Q1 		$806K Buy
+809
New +$822K 0.33% 67

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

Enterprise Bank & Trust's MKL Position: Q2 2021 in Review

Enterprise Bank & Trust sold out of Markel Group (MKL) in Q2 2021, closing a stake of 636 shares — an estimated $725K sold.

Enterprise Bank & Trust first reported a position in MKL in Q1 2019 and held it in 9 quarters. The position peaked at $1M in Q4 2019. 588 funds tracked by Wall St. Rank hold MKL as of Q2 2021.

  • Enterprise Bank & Trust reported no remaining Markel Group position as of Q2 2021 after selling out during the quarter.
  • Enterprise Bank & Trust sold 636 Markel Group shares in Q2 2021, an estimated $725K.
  • Enterprise Bank & Trust first reported a position in Markel Group in Q1 2019 and held it in 9 quarters.
  • Enterprise Bank & Trust's Markel Group position peaked at $1M in Q4 2019.
  • 588 funds tracked by Wall St. Rank held Markel Group as of Q2 2021.

Based on Enterprise Bank & Trust's 13F filing for Q2 2021, filed 6 Jul 2021.