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Gupta Wealth Management’s Markel Group MKL Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$11K Hold
12
– – ﹤0.01% 843
2015
Q4 		$11K Sell
12
-3
-20% -$2.61K ﹤0.01% 856
2015
Q3 		$12K Sell
15
-172
-92% -$146K ﹤0.01% 865
2015
Q2 		$150K Hold
187
– – 0.04% 292
2015
Q1 		$144K Buy
+187
New +$135K 0.04% 264

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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

Gupta Wealth Management's MKL Position: Q1 2016 in Review

Gupta Wealth Management held its Markel Group (MKL) position steady in Q1 2016 at 12 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Gupta Wealth Management first reported a position in MKL in Q1 2015 and has held it in 5 quarters since. The position peaked at $150K in Q2 2015. 407 funds tracked by Wall St. Rank hold MKL as of Q1 2016.

  • Gupta Wealth Management held 12 shares of Markel Group worth $11K as of Q1 2016.
  • Gupta Wealth Management left its Markel Group share count unchanged in Q1 2016.
  • Markel Group made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #843 holding.
  • Gupta Wealth Management first reported a position in Markel Group in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Markel Group position peaked at $150K in Q2 2015.
  • 407 funds tracked by Wall St. Rank held Markel Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.