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Loring Wolcott & Coolidge Fiduciary Advisors’s Markel Group MKL Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2019
Q1 		– Sell
-2
Closed -$2K – 737
2018
Q4 		$2K Hold
2
– – ﹤0.01% 634
2018
Q3 		$2K Hold
2
– – ﹤0.01% 605
2018
Q2 		$2K Hold
2
– – ﹤0.01% 617
2018
Q1 		$2K Hold
2
– – ﹤0.01% 665
2017
Q4 		$2K Hold
2
– – ﹤0.01% 655
2017
Q3 		$2K Hold
2
– – ﹤0.01% 654
2017
Q2 		$2K Buy
+2
New +$1.94K ﹤0.01% 623
2014
Q2 		– Sell
-10
Closed -$6K – 629
2014
Q1 		$6K Buy
+10
New +$5.7K ﹤0.01% 571

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
Wellington Management Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $21.8B AUM 23.45% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MKL Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Markel Group (MKL) in Q1 2019, closing a stake of 2 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MKL in Q1 2014 and held it in 8 quarters. The position peaked at $6K in Q1 2014. 523 funds tracked by Wall St. Rank hold MKL as of Q1 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Markel Group position as of Q1 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2 Markel Group shares in Q1 2019, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Markel Group in Q1 2014 and held it in 8 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Markel Group position peaked at $6K in Q1 2014.
  • 523 funds tracked by Wall St. Rank held Markel Group as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.