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Menlo Advisors’s Markel Group MKL Stock Holding History

Menlo 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
Q2 		– Sell
-4,286
Closed -$3.98M – 37
2020
Q1 		$3.98M Sell
4,286
-158
-4% -$181K 3.75% 11
2019
Q4 		$5.08M Sell
4,444
-25
-0.6% -$28.5K 3.32% 14
2019
Q3 		$5.28M Sell
4,469
-45
-1% -$51.1K 3.69% 10
2019
Q2 		$4.92M Sell
4,514
-219
-5% -$229K 3.39% 11
2019
Q1 		$4.71M Sell
4,733
-65
-1% -$66K 3.36% 12
2018
Q4 		$4.98M Sell
4,798
-107
-2% -$117K 3.87% 8
2018
Q3 		$5.83M Hold
4,905
– – 3.94% 7
2018
Q2 		$5.32M Sell
4,905
-1,253
-20% -$1.42M 3.91% 8
2018
Q1 		$7.21M Hold
6,158
– – 5.21% 2
2017
Q4 		$7.01M Sell
6,158
-24
-0.4% -$26.2K 5.07% 3
2017
Q3 		$6.6M Sell
6,182
-118
-2% -$122K 5.02% 2
2017
Q2 		$6.15M Sell
6,300
-7
-0.1% -$6.79K 4.52% 4
2017
Q1 		$6.15M Sell
6,307
-3
-0% -$2.83K 4.63% 3
2016
Q4 		$5.71M Sell
6,310
-97
-2% -$86.5K 4.59% 5
2016
Q3 		$5.95M Hold
6,407
– – 4.77% 2
2016
Q2 		$6.1M Sell
6,407
-2,012
-24% -$1.87M 5.19% 2
2016
Q1 		$7.51M Sell
8,419
-34
-0.4% -$29.2K 6.89% 2
2015
Q4 		$7.47M Sell
8,453
-686
-8% -$597K 6.57% 2
2015
Q3 		$7.33M Sell
9,139
-135
-1% -$114K 5.76% 3
2015
Q2 		$7.42M Buy
9,274
+72
+0.8% +$56K 5.19% 4
2015
Q1 		$7.08M Sell
9,202
-33
-0.4% -$23.9K 5.05% 5
2014
Q4 		$6.31M Buy
9,235
+29
+0.3% +$19.7K 4.48% 10
2014
Q3 		$5.86M Buy
9,206
+188
+2% +$121K 4.25% 9
2014
Q2 		$5.91M Hold
9,018
– – 4.24% 8
2014
Q1 		$5.38M Buy
9,018
+1
+0% +$570 4.03% 10
2013
Q4 		$5.23M Hold
9,017
– – 3.9% 12
2013
Q3 		$4.67M Hold
9,017
– – 3.63% 12
2013
Q2 		$4.75M Buy
+9,017
New +$4.72M 4.01% 11

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Menlo Advisors's MKL Position: Q2 2020 in Review

Menlo Advisors sold out of Markel Group (MKL) in Q2 2020, closing a stake of 4,286 shares — an estimated $3.98M sold.

Menlo Advisors first reported a position in MKL in Q2 2013 and held it in 28 quarters. The position peaked at $7.51M in Q1 2016. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

  • Menlo Advisors reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
  • Menlo Advisors sold 4,286 Markel Group shares in Q2 2020, an estimated $3.98M.
  • Menlo Advisors first reported a position in Markel Group in Q2 2013 and held it in 28 quarters.
  • Menlo Advisors's Markel Group position peaked at $7.51M in Q1 2016.
  • 518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on Menlo Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.