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Exencial Wealth Advisors’s Markel Group MKL Stock Holding History

Exencial Wealth Advisors’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
Q1 		– Sell
-218
Closed -$249K – 262
2019
Q4 		$249K Sell
218
-18
-8% -$20.5K 0.04% 234
2019
Q3 		$279K Hold
236
– – 0.06% 206
2019
Q2 		$257K Hold
236
– – 0.06% 193
2019
Q1 		$235K Sell
236
-9
-4% -$9.14K 0.06% 203
2018
Q4 		$254K Sell
245
-14
-5% -$15.3K 0.07% 184
2018
Q3 		$308K Buy
259
+14
+6% +$16.5K 0.07% 147
2018
Q2 		$266K Hold
245
– – 0.07% 150
2018
Q1 		$287K Sell
245
-45
-16% -$50.6K 0.09% 141
2017
Q4 		$330K Hold
290
– – 0.1% 136
2017
Q3 		$310K Sell
290
-29
-9% -$30K 0.1% 135
2017
Q2 		$311K Buy
319
+76
+31% +$73.8K 0.13% 119
2017
Q1 		$235K Sell
243
-47
-16% -$44.4K 0.1% 131
2016
Q4 		$262K Sell
290
-42
-13% -$37.4K 0.11% 137
2016
Q3 		$291K Buy
332
+20
+6% +$18.7K 0.13% 126
2016
Q2 		$297K Sell
312
-190
-38% -$177K 0.13% 123
2016
Q1 		$448K Buy
+502
New +$431K 0.21% 94

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Exencial Wealth Advisors's MKL Position: Q1 2020 in Review

Exencial Wealth Advisors sold out of Markel Group (MKL) in Q1 2020, closing a stake of 218 shares — an estimated $249K sold.

Exencial Wealth Advisors first reported a position in MKL in Q1 2016 and held it in 16 quarters. The position peaked at $448K in Q1 2016. 526 funds tracked by Wall St. Rank hold MKL as of Q1 2020.

  • Exencial Wealth Advisors reported no remaining Markel Group position as of Q1 2020 after selling out during the quarter.
  • Exencial Wealth Advisors sold 218 Markel Group shares in Q1 2020, an estimated $249K.
  • Exencial Wealth Advisors first reported a position in Markel Group in Q1 2016 and held it in 16 quarters.
  • Exencial Wealth Advisors's Markel Group position peaked at $448K in Q1 2016.
  • 526 funds tracked by Wall St. Rank held Markel Group as of Q1 2020.

Based on Exencial Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.