FCG Advisors’s Markel Group MKL Stock Holding History

FCG 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
2019 Q4	–	Sell	-205	Closed	-$242K	–	169
2019 Q3	$242K	Hold	205	–	–	0.07%	136
2019 Q2	$223K	Sell	205 -43	-17%	-$45.1K	0.07%	141
2019 Q1	$247K	Hold	248	–	–	0.08%	124
2018 Q4	$257K	Buy	+248	New	+$271K	0.1%	114
2018 Q2	–	Sell	-390	Closed	-$456K	–	139
2018 Q1	$456K	Buy	+390	New	+$439K	0.16%	71
2017 Q2	–	Sell	-467	Closed	-$456K	–	151
2017 Q1	$456K	Buy	+467	New	+$441K	0.18%	63

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

FCG Advisors's MKL Position: Q4 2019 in Review

FCG Advisors sold out of Markel Group (MKL) in Q4 2019, closing a stake of 205 shares — an estimated $242K sold.

FCG Advisors first reported a position in MKL in Q1 2017 and held it in 6 quarters. The position peaked at $456K in Q1 2018. 570 funds tracked by Wall St. Rank hold MKL as of Q4 2019.

FCG Advisors reported no remaining Markel Group position as of Q4 2019 after selling out during the quarter.
FCG Advisors sold 205 Markel Group shares in Q4 2019, an estimated $242K.
FCG Advisors first reported a position in Markel Group in Q1 2017 and held it in 6 quarters.
FCG Advisors's Markel Group position peaked at $456K in Q1 2018.
570 funds tracked by Wall St. Rank held Markel Group as of Q4 2019.

Based on FCG Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.