Klingenstein Fields & Co’s Markel Group MKL Stock Holding History

Klingenstein Fields & Co’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 Q1	–	Sell	-200	Closed	-$229K	–	184
2019 Q4	$229K	Hold	200	–	–	0.01%	176
2019 Q3	$236K	Hold	200	–	–	0.01%	177
2019 Q2	$218K	Buy	+200	New	+$210K	0.01%	183
2019 Q1	–	Sell	-200	Closed	-$208K	–	197
2018 Q4	$208K	Hold	200	–	–	0.01%	185
2018 Q3	$238K	Hold	200	–	–	0.01%	196
2018 Q2	$217K	Hold	200	–	–	0.01%	201
2018 Q1	$234K	Hold	200	–	–	0.01%	197
2017 Q4	$228K	Hold	200	–	–	0.01%	205
2017 Q3	$214K	Buy	+200	New	+$207K	0.01%	207
2015 Q4	–	Sell	-260	Closed	-$208K	–	228
2015 Q3	$208K	Hold	260	–	–	0.01%	216
2015 Q2	$208K	Buy	+260	New	+$202K	0.01%	239

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Klingenstein Fields & Co's MKL Position: Q1 2020 in Review

Klingenstein Fields & Co sold out of Markel Group (MKL) in Q1 2020, closing a stake of 200 shares — an estimated $229K sold.

Klingenstein Fields & Co first reported a position in MKL in Q2 2015 and held it in 11 quarters. The position peaked at $238K in Q3 2018. 525 funds tracked by Wall St. Rank hold MKL as of Q1 2020.

Klingenstein Fields & Co reported no remaining Markel Group position as of Q1 2020 after selling out during the quarter.
Klingenstein Fields & Co sold 200 Markel Group shares in Q1 2020, an estimated $229K.
Klingenstein Fields & Co first reported a position in Markel Group in Q2 2015 and held it in 11 quarters.
Klingenstein Fields & Co's Markel Group position peaked at $238K in Q3 2018.
525 funds tracked by Wall St. Rank held Markel Group as of Q1 2020.

Based on Klingenstein Fields & Co's 13F filing for Q1 2020, filed 7 May 2020.