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Executive Wealth Management’s Markel Group MKL Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-14
Closed -$15K – 528
2019
Q2 		$15K Hold
14
– – ﹤0.01% 526
2019
Q1 		$14K Buy
+14
New +$14.2K ﹤0.01% 487

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Executive Wealth Management's MKL Position: Q3 2019 in Review

Executive Wealth Management sold out of Markel Group (MKL) in Q3 2019, closing a stake of 14 shares — an estimated $15K sold.

Executive Wealth Management first reported a position in MKL in Q1 2019 and held it in 2 quarters. The position peaked at $15K in Q2 2019. 509 funds tracked by Wall St. Rank hold MKL as of Q3 2019.

  • Executive Wealth Management reported no remaining Markel Group position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 14 Markel Group shares in Q3 2019, an estimated $15K.
  • Executive Wealth Management first reported a position in Markel Group in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's Markel Group position peaked at $15K in Q2 2019.
  • 509 funds tracked by Wall St. Rank held Markel Group as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.