FCH
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Freestone Capital Holdings’s Markel Group MKL Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-20
Closed -$20.7K – 824
2020
Q4 		$20.7K Hold
20
– – ﹤0.01% 729
2020
Q3 		$19.5K Buy
+20
New +$20.3K ﹤0.01% 652
2015
Q1 		– Sell
-1,048
Closed -$716K – 194
2014
Q4 		$716K Buy
1,048
+6
+0.6% +$4.07K 0.12% 97
2014
Q3 		$663K Sell
1,042
-22
-2% -$14.2K 0.11% 104
2014
Q2 		$698K Sell
1,064
-58
-5% -$36.5K 0.11% 115
2014
Q1 		$669K Sell
1,122
-82
-7% -$46.7K 0.12% 113
2013
Q4 		$699K Buy
+1,204
New +$653K 0.12% 143

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Freestone Capital Holdings's MKL Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Markel Group (MKL) in Q1 2021, closing a stake of 20 shares — an estimated $20.7K sold.

Freestone Capital Holdings first reported a position in MKL in Q4 2013 and held it in 7 quarters. The position peaked at $716K in Q4 2014. 575 funds tracked by Wall St. Rank hold MKL as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Markel Group position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 20 Markel Group shares in Q1 2021, an estimated $20.7K.
  • Freestone Capital Holdings first reported a position in Markel Group in Q4 2013 and held it in 7 quarters.
  • Freestone Capital Holdings's Markel Group position peaked at $716K in Q4 2014.
  • 575 funds tracked by Wall St. Rank held Markel Group as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.