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Financial Gravity Companies’s Markel Group MKL Stock Holding History

Financial Gravity Companies’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
2018
Q1 		– Sell
-1
Closed -$1K – 1544
2017
Q4 		$1K Buy
+1
New +$1.09K ﹤0.01% 1162

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Financial Gravity Companies's MKL Position: Q1 2018 in Review

Financial Gravity Companies sold out of Markel Group (MKL) in Q1 2018, closing a stake of 1 share — an estimated $1K sold.

Financial Gravity Companies first reported a position in MKL in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 493 funds tracked by Wall St. Rank hold MKL as of Q1 2018.

  • Financial Gravity Companies reported no remaining Markel Group position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 1 Markel Group share in Q1 2018, an estimated $1K.
  • Financial Gravity Companies first reported a position in Markel Group in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's Markel Group position peaked at $1K in Q4 2017.
  • 493 funds tracked by Wall St. Rank held Markel Group as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.