FPFS
MKL icon

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 $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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return