Icon Wealth Partners’s Markel Group MKL Stock Holding History

Icon Wealth Partners’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 Q3	–	Sell	-223	Closed	-$206K	–	299
2020 Q2	$206K	Buy	+223	New	+$203K	0.05%	240

Other funds holding MKL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Icon Wealth Partners's MKL Position: Q3 2020 in Review

Icon Wealth Partners sold out of Markel Group (MKL) in Q3 2020, closing a stake of 223 shares — an estimated $206K sold.

Icon Wealth Partners first reported a position in MKL in Q2 2020 and held it in 1 quarter. The position peaked at $206K in Q2 2020. 532 funds tracked by Wall St. Rank hold MKL as of Q3 2020.

Icon Wealth Partners reported no remaining Markel Group position as of Q3 2020 after selling out during the quarter.
Icon Wealth Partners sold 223 Markel Group shares in Q3 2020, an estimated $206K.
Icon Wealth Partners first reported a position in Markel Group in Q2 2020 and held it in 1 quarter.
Icon Wealth Partners's Markel Group position peaked at $206K in Q2 2020.
532 funds tracked by Wall St. Rank held Markel Group as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.