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Founders Financial Alliance’s Markel Group MKL Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-3
Closed -$3K – 920
2020
Q3 		$3K Buy
+3
New +$3.05K ﹤0.01% 1139

Other funds holding MKL

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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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Founders Financial Alliance's MKL Position: Q4 2020 in Review

Founders Financial Alliance sold out of Markel Group (MKL) in Q4 2020, closing a stake of 3 shares — an estimated $3K sold.

Founders Financial Alliance first reported a position in MKL in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 568 funds tracked by Wall St. Rank hold MKL as of Q4 2020.

  • Founders Financial Alliance reported no remaining Markel Group position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 3 Markel Group shares in Q4 2020, an estimated $3K.
  • Founders Financial Alliance first reported a position in Markel Group in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Markel Group position peaked at $3K in Q3 2020.
  • 568 funds tracked by Wall St. Rank held Markel Group as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.