MBM Wealth Consultants’s Markel Group MKL Stock Holding History

MBM Wealth Consultants’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 Q3	–	Sell	-3	Closed	-$3K	–	215
2019 Q2	$3K	Buy	+3	New	+$3.14K	﹤0.01%	197

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

MBM Wealth Consultants's MKL Position: Q3 2019 in Review

MBM Wealth Consultants sold out of Markel Group (MKL) in Q3 2019, closing a stake of 3 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in MKL in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 509 funds tracked by Wall St. Rank hold MKL as of Q3 2019.

MBM Wealth Consultants reported no remaining Markel Group position as of Q3 2019 after selling out during the quarter.
MBM Wealth Consultants sold 3 Markel Group shares in Q3 2019, an estimated $3K.
MBM Wealth Consultants first reported a position in Markel Group in Q2 2019 and held it in 1 quarter.
MBM Wealth Consultants's Markel Group position peaked at $3K in Q2 2019.
509 funds tracked by Wall St. Rank held Markel Group as of Q3 2019.

Based on MBM Wealth Consultants's 13F filing for Q3 2019, filed 30 Oct 2019.