FMT
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First Mercantile Trust’s Markel Group MKL Stock Holding History

First Mercantile Trust’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
Q3 		$59K Sell
49
-3
-6% -$3.7K 0.01% 759
2021
Q2 		$62K Sell
52
-5
-9% -$5.99K 0.01% 773
2021
Q1 		$65K Sell
57
-5
-8% -$5.39K 0.01% 757
2020
Q4 		$64K Sell
62
-14
-18% -$14K 0.01% 762
2020
Q3 		$78K Sell
76
-15
-16% -$15.2K 0.01% 729
2020
Q2 		$84K Sell
91
-2
-2% -$1.82K 0.01% 717
2020
Q1 		$86K Buy
93
+10
+12% +$11.4K 0.01% 591
2019
Q4 		$95K Buy
83
+5
+6% +$5.7K 0.01% 697
2019
Q3 		$92K Buy
78
+4
+5% +$4.54K 0.01% 714
2019
Q2 		$81K Sell
74
-16
-18% -$16.8K 0.01% 693
2019
Q1 		$90K Sell
90
-36
-29% -$36.6K 0.02% 692
2018
Q4 		$131K Buy
126
+26
+26% +$28.4K 0.03% 561
2018
Q3 		$119K Hold
100
– – 0.02% 660
2018
Q2 		$109K Buy
+100
New +$113K 0.02% 698

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return