ISL
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Ingalls & Snyder LLC’s Markel Group MKL Stock Holding History

Ingalls & Snyder LLC’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
Q2 		– Sell
-371
Closed -$344K – 426
2020
Q1 		$344K Sell
371
-84
-18% -$96.1K 0.02% 305
2019
Q4 		$520K Hold
455
– – 0.03% 262
2019
Q3 		$538K Sell
455
-39
-8% -$44.3K 0.03% 277
2019
Q2 		$538K Sell
494
-27
-5% -$28.3K 0.03% 286
2019
Q1 		$519K Sell
521
-25
-5% -$25.4K 0.02% 282
2018
Q4 		$567K Sell
546
-51
-9% -$55.8K 0.03% 265
2018
Q3 		$710K Buy
+597
New +$703K 0.03% 269

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Principal Financial Group
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Wellington Management Group
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ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
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