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Ladenburg Thalmann Financial Services’s Markel Group MKL Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$1.03M Sell
895
-52
-5% -$59.2K 0.01% 1267
2019
Q3 		$1.12M Buy
947
+90
+11% +$102K 0.01% 1174
2019
Q2 		$938K Sell
857
-389
-31% -$408K 0.01% 1275
2019
Q1 		$1.24M Buy
1,246
+207
+20% +$210K 0.01% 1042
2018
Q4 		$1.08M Buy
1,039
+42
+4% +$45.9K 0.01% 1001
2018
Q3 		$1.19M Buy
997
+81
+9% +$95.3K 0.01% 1019
2018
Q2 		$1.07M Hold
916
– – 0.01% 1028
2018
Q1 		$1.07M Buy
916
+75
+9% +$84.4K 0.01% 1028
2017
Q4 		$957K Buy
841
+35
+4% +$38.3K 0.01% 1102
2017
Q3 		$861K Buy
806
+18
+2% +$18.6K 0.01% 1093
2017
Q2 		$769K Sell
788
-48
-6% -$46.6K 0.01% 1105
2017
Q1 		$814K Sell
836
-91
-10% -$86K 0.01% 1002
2016
Q4 		$841K Sell
927
-27
-3% -$24.1K 0.01% 933
2016
Q3 		$886K Buy
954
+119
+14% +$111K 0.01% 862
2016
Q2 		$796K Sell
835
-1
-0.1% -$931 0.01% 864
2016
Q1 		$746K Buy
836
+465
+125% +$400K 0.01% 833
2015
Q4 		$327K Buy
371
+161
+77% +$140K 0.01% 1266
2015
Q3 		$169K Buy
210
+35
+20% +$29.6K ﹤0.01% 1600
2015
Q2 		$143K Buy
175
+96
+122% +$74.7K ﹤0.01% 1838
2015
Q1 		$62K Sell
79
-8
-9% -$5.78K ﹤0.01% 2412
2014
Q4 		$61K Sell
87
-132
-60% -$89.5K ﹤0.01% 2227
2014
Q3 		$139K Hold
219
– – ﹤0.01% 1414
2014
Q2 		$144K Buy
219
+50
+30% +$31.5K ﹤0.01% 1378
2014
Q1 		$101K Sell
169
-1
-0.6% -$570 ﹤0.01% 1497
2013
Q4 		$99K Buy
170
+8
+5% +$4.34K ﹤0.01% 1486
2013
Q3 		$84K Buy
162
+2
+1% +$1.05K ﹤0.01% 1492
2013
Q2 		$84K Buy
+160
New +$83.8K ﹤0.01% 1405

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MKL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Markel Group (MKL) stake by 5.5% in Q4 2019, selling an estimated $59.2K and leaving 895 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1267.

Ladenburg Thalmann Financial Services first reported a position in MKL in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.24M in Q1 2019. 570 funds tracked by Wall St. Rank hold MKL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 895 shares of Markel Group worth $1.03M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 52 Markel Group shares in Q4 2019, an estimated $59.2K.
  • Markel Group made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1267 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Markel Group in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Markel Group position peaked at $1.24M in Q1 2019.
  • 570 funds tracked by Wall St. Rank held Markel Group as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.