Gideon Capital Advisors’s Markel Group MKL Stock Holding History

Gideon Capital Advisors’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 Q2	–	Sell	-240	Closed	-$239K	–	366
2019 Q1	$239K	Buy	+240	New	+$244K	0.09%	322
2018 Q4	–	Sell	-339	Closed	-$403K	–	452
2018 Q3	$403K	Sell	339 -28	-8%	-$33K	0.19%	188
2018 Q2	$398K	Sell	367 -307	-46%	-$347K	0.2%	197
2018 Q1	$789K	Buy	+674	New	+$759K	0.49%	40

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Gideon Capital Advisors's MKL Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Markel Group (MKL) in Q2 2019, closing a stake of 240 shares — an estimated $239K sold.

Gideon Capital Advisors first reported a position in MKL in Q1 2018 and held it in 4 quarters. The position peaked at $789K in Q1 2018. 517 funds tracked by Wall St. Rank hold MKL as of Q2 2019.

Gideon Capital Advisors reported no remaining Markel Group position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 240 Markel Group shares in Q2 2019, an estimated $239K.
Gideon Capital Advisors first reported a position in Markel Group in Q1 2018 and held it in 4 quarters.
Gideon Capital Advisors's Markel Group position peaked at $789K in Q1 2018.
517 funds tracked by Wall St. Rank held Markel Group as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.