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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

First Allied Advisory Services's MKL Position: Q3 2020 in Review

First Allied Advisory Services increased its Markel Group (MKL) stake by 41% in Q3 2020, buying an estimated $98.5K and bringing the position to 334 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #871.

First Allied Advisory Services first reported a position in MKL in Q3 2015 and has held it in 11 quarters since. The position peaked at $344K in Q1 2017. 532 funds tracked by Wall St. Rank hold MKL as of Q3 2020.

First Allied Advisory Services held 334 shares of Markel Group worth $325K as of Q3 2020.
First Allied Advisory Services bought 97 Markel Group shares in Q3 2020, an estimated $98.5K.
Markel Group made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #871 holding.
First Allied Advisory Services first reported a position in Markel Group in Q3 2015 and has held it in 11 quarters since.
First Allied Advisory Services's Markel Group position peaked at $344K in Q1 2017.
532 funds tracked by Wall St. Rank held Markel Group as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.