EWA
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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 $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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return