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Essex Financial Services’s Markel Group MKL Stock Holding History

Essex Financial Services’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
Q4 		– Sell
-678
Closed -$806K – 276
2018
Q3 		$806K Hold
678
– – 0.18% 113
2018
Q2 		$735K Hold
678
– – 0.18% 118
2018
Q1 		$793K Hold
678
– – 0.16% 143
2017
Q4 		$772K Hold
678
– – 0.18% 110
2017
Q3 		$724K Buy
+678
New +$701K 0.18% 121

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Essex Financial Services's MKL Position: Q4 2018 in Review

Essex Financial Services sold out of Markel Group (MKL) in Q4 2018, closing a stake of 678 shares — an estimated $806K sold.

Essex Financial Services first reported a position in MKL in Q3 2017 and held it in 5 quarters. The position peaked at $806K in Q3 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q4 2018.

  • Essex Financial Services reported no remaining Markel Group position as of Q4 2018 after selling out during the quarter.
  • Essex Financial Services sold 678 Markel Group shares in Q4 2018, an estimated $806K.
  • Essex Financial Services first reported a position in Markel Group in Q3 2017 and held it in 5 quarters.
  • Essex Financial Services's Markel Group position peaked at $806K in Q3 2018.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q4 2018.

Based on Essex Financial Services's 13F filing for Q4 2018, filed 7 Feb 2019.