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LS Investment Advisors’s Markel Group MKL Stock Holding History

LS Investment 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
Q3 		– Sell
-13
Closed -$12K – 1175
2020
Q2 		$12K Sell
13
-33
-72% -$30K ﹤0.01% 1502
2020
Q1 		$43K Sell
46
-211
-82% -$241K ﹤0.01% 1145
2019
Q4 		$294K Hold
257
– – 0.02% 660
2019
Q3 		$304K Sell
257
-10
-4% -$11.4K 0.02% 615
2019
Q2 		$291K Buy
267
+13
+5% +$13.6K 0.02% 636
2019
Q1 		$253K Hold
254
– – 0.02% 687
2018
Q4 		$264K Sell
254
-17
-6% -$18.6K 0.02% 646
2018
Q3 		$322K Sell
271
-32
-11% -$37.7K 0.02% 660
2018
Q2 		$329K Sell
303
-43
-12% -$48.6K 0.02% 659
2018
Q1 		$405K Sell
346
-18
-5% -$20.3K 0.02% 574
2017
Q4 		$415K Hold
364
– – 0.02% 584
2017
Q3 		$389K Hold
364
– – 0.02% 640
2017
Q2 		$355K Hold
364
– – 0.02% 665
2017
Q1 		$355K Sell
364
-39
-10% -$36.9K 0.02% 614
2016
Q4 		$365K Buy
403
+20
+5% +$17.8K 0.03% 531
2016
Q3 		$356K Sell
383
-154
-29% -$144K 0.03% 504
2016
Q2 		$512K Buy
537
+68
+14% +$63.3K 0.04% 409
2016
Q1 		$418K Hold
469
– – 0.03% 466
2015
Q4 		$414K Buy
+469
New +$408K 0.03% 449

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

LS Investment Advisors's MKL Position: Q3 2020 in Review

LS Investment Advisors sold out of Markel Group (MKL) in Q3 2020, closing a stake of 13 shares — an estimated $12K sold.

LS Investment Advisors first reported a position in MKL in Q4 2015 and held it in 19 quarters. The position peaked at $512K in Q2 2016. 532 funds tracked by Wall St. Rank hold MKL as of Q3 2020.

  • LS Investment Advisors reported no remaining Markel Group position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 13 Markel Group shares in Q3 2020, an estimated $12K.
  • LS Investment Advisors first reported a position in Markel Group in Q4 2015 and held it in 19 quarters.
  • LS Investment Advisors's Markel Group position peaked at $512K in Q2 2016.
  • 532 funds tracked by Wall St. Rank held Markel Group as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.