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Jacobson & Schmitt Advisors’s Markel Group MKL Stock Holding History

Jacobson & Schmitt 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
2020
Q2 		– Sell
-5,541
Closed -$5.14M – 43
2020
Q1 		$5.14M Buy
5,541
+27
+0.5% +$30.9K 2.91% 17
2019
Q4 		$6.3M Buy
5,514
+316
+6% +$360K 3.13% 17
2019
Q3 		$6.14M Buy
5,198
+374
+8% +$425K 3.43% 14
2019
Q2 		$5.26M Buy
4,824
+53
+1% +$55.5K 3.05% 19
2019
Q1 		$4.75M Buy
4,771
+24
+0.5% +$24.4K 2.96% 19
2018
Q4 		$4.93M Buy
4,747
+46
+1% +$50.3K 3.56% 13
2018
Q3 		$5.59M Sell
4,701
-34
-0.7% -$40K 3.49% 12
2018
Q2 		$5.13M Buy
4,735
+20
+0.4% +$22.6K 3.4% 15
2018
Q1 		$5.52M Sell
4,715
-12
-0.3% -$13.5K 3.74% 9
2017
Q4 		$5.38M Buy
4,727
+11
+0.2% +$12K 3.64% 10
2017
Q3 		$5.04M Sell
4,716
-4
-0.1% -$4.14K 3.35% 11
2017
Q2 		$4.61M Buy
4,720
+42
+0.9% +$40.8K 3.11% 14
2017
Q1 		$4.57M Sell
4,678
-72
-2% -$68K 3.18% 12
2016
Q4 		$4.3M Buy
4,750
+4
+0.1% +$3.57K 3.38% 12
2016
Q3 		$4.41M Buy
4,746
+127
+3% +$118K 3.52% 10
2016
Q2 		$4.4M Buy
4,619
+69
+2% +$64.3K 3.74% 11
2016
Q1 		$4.06M Buy
4,550
+110
+2% +$94.5K 3.56% 11
2015
Q4 		$3.92M Buy
+4,440
New +$3.86M 3.56% 10

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
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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

Jacobson & Schmitt Advisors's MKL Position: Q2 2020 in Review

Jacobson & Schmitt Advisors sold out of Markel Group (MKL) in Q2 2020, closing a stake of 5,541 shares — an estimated $5.14M sold.

Jacobson & Schmitt Advisors first reported a position in MKL in Q4 2015 and held it in 18 quarters. The position peaked at $6.3M in Q4 2019. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

  • Jacobson & Schmitt Advisors reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 5,541 Markel Group shares in Q2 2020, an estimated $5.14M.
  • Jacobson & Schmitt Advisors first reported a position in Markel Group in Q4 2015 and held it in 18 quarters.
  • Jacobson & Schmitt Advisors's Markel Group position peaked at $6.3M in Q4 2019.
  • 518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.