FAAS
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First Allied Advisory Services’s Markel Group MKL Stock Holding History

First Allied Advisory Services’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
Q3 		$325K Buy
334
+97
+41% +$98.5K 0.01% 871
2020
Q2 		$219K Buy
237
+15
+7% +$13.6K 0.01% 959
2020
Q1 		$206K Sell
222
-14
-6% -$16K 0.01% 925
2019
Q4 		$263K Buy
236
+21
+10% +$23.9K 0.01% 996
2019
Q3 		$251K Buy
+215
New +$244K 0.01% 990
2017
Q3 		– Sell
-343
Closed -$340K – 1165
2017
Q2 		$340K Sell
343
-10
-3% -$9.71K 0.02% 766
2017
Q1 		$344K Sell
353
-2
-0.6% -$1.89K 0.02% 730
2016
Q4 		$321K Buy
+355
New +$317K 0.02% 752
2016
Q2 		– Sell
-295
Closed -$263K – 1072
2016
Q1 		$263K Sell
295
-21
-7% -$18.1K 0.01% 793
2015
Q4 		$282K Buy
316
+7
+2% +$6.09K 0.01% 808
2015
Q3 		$250K Buy
+309
New +$261K 0.01% 827

Other funds holding MKL

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $6.12B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return