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First Personal Financial Services’s Markel Group MKL Stock Holding History

First Personal Financial 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
2019
Q3 		– Sell
-41
Closed -$45K – 682
2019
Q2 		$45K Hold
41
– – 0.01% 296
2019
Q1 		$41K Hold
41
– – 0.01% 304
2018
Q4 		$43K Hold
41
– – 0.01% 276
2018
Q3 		$49K Buy
41
+13
+46% +$15.3K 0.02% 291
2018
Q2 		$30K Sell
28
-62
-69% -$70K 0.01% 342
2018
Q1 		$105K Sell
90
-15
-14% -$16.9K 0.02% 296
2017
Q4 		$120K Buy
105
+64
+156% +$70K 0.02% 312
2017
Q3 		$44K Hold
41
– – 0.01% 446
2017
Q2 		$40K Hold
41
– – 0.01% 463
2017
Q1 		$40K Hold
41
– – 0.01% 440
2016
Q4 		$37K Hold
41
– – 0.01% 432
2016
Q3 		$38K Hold
41
– – 0.01% 328
2016
Q2 		$39K Buy
+41
New +$38.2K 0.01% 313

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

First Personal Financial Services's MKL Position: Q3 2019 in Review

First Personal Financial Services sold out of Markel Group (MKL) in Q3 2019, closing a stake of 41 shares — an estimated $45K sold.

First Personal Financial Services first reported a position in MKL in Q2 2016 and held it in 13 quarters. The position peaked at $120K in Q4 2017. 509 funds tracked by Wall St. Rank hold MKL as of Q3 2019.

  • First Personal Financial Services reported no remaining Markel Group position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 41 Markel Group shares in Q3 2019, an estimated $45K.
  • First Personal Financial Services first reported a position in Markel Group in Q2 2016 and held it in 13 quarters.
  • First Personal Financial Services's Markel Group position peaked at $120K in Q4 2017.
  • 509 funds tracked by Wall St. Rank held Markel Group as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.