Fieldpoint Private Securities’s Markel Group MKL Stock Holding History

Fieldpoint Private Securities’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
2021 Q2	–	Sell	-30	Closed	-$34K	–	1608
2021 Q1	$34K	Hold	30	–	–	0.01%	648
2020 Q4	$31K	Buy	+30	New	+$29.9K	0.01%	575
2020 Q1	–	Sell	-30	Closed	-$34K	–	449
2019 Q4	$34K	Hold	30	–	–	0.01%	488
2019 Q3	$35K	Hold	30	–	–	0.01%	433
2019 Q2	$33K	Hold	30	–	–	0.01%	470
2019 Q1	$30K	Hold	30	–	–	0.01%	316
2018 Q4	$31K	Hold	30	–	–	0.01%	307
2018 Q3	$36K	Hold	30	–	–	0.01%	325
2018 Q2	$33K	Hold	30	–	–	0.01%	329
2018 Q1	$35K	Hold	30	–	–	0.02%	314
2017 Q4	$34K	Hold	30	–	–	0.02%	308
2017 Q3	$32K	Buy	+30	New	+$31K	0.01%	442
2017 Q2	–	Sell	-30	Closed	-$29K	–	285
2017 Q1	$29K	Buy	+30	New	+$28.4K	0.02%	237

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Fieldpoint Private Securities's MKL Position: Q2 2021 in Review

Fieldpoint Private Securities sold out of Markel Group (MKL) in Q2 2021, closing a stake of 30 shares — an estimated $34K sold.

Fieldpoint Private Securities first reported a position in MKL in Q1 2017 and held it in 13 quarters. The position peaked at $36K in Q3 2018. 587 funds tracked by Wall St. Rank hold MKL as of Q2 2021.

Fieldpoint Private Securities reported no remaining Markel Group position as of Q2 2021 after selling out during the quarter.
Fieldpoint Private Securities sold 30 Markel Group shares in Q2 2021, an estimated $34K.
Fieldpoint Private Securities first reported a position in Markel Group in Q1 2017 and held it in 13 quarters.
Fieldpoint Private Securities's Markel Group position peaked at $36K in Q3 2018.
587 funds tracked by Wall St. Rank held Markel Group as of Q2 2021.

Based on Fieldpoint Private Securities's 13F filing for Q2 2021, filed 12 Aug 2021.